Technology >> Analyst Interviews >> September 3, 2013

Semis Exposed to Automotive and Industrial Have Higher Margins and Stability

Smigie, Steve
Steve Smigie, Analyst, joined the Raymond James & Associates, Inc., technology group in August 2001, where he covers the analog and communications semiconductors sector. Mr. Smigie has been cited twice as a top semiconductor stock picker in Investor's Business Daily, is quoted frequently in numerous press publications, and has appeared on CNBC and Bloomberg TV. Before joining Raymond James & Associates, Inc., Mr. Smigie worked for Needham & Company, LLC, where he spent four years working in investment banking and equity research. He earned an MBA from the Fuqua School of Business at Duke University and a B.A. with honors from Bucknell University. Profile
TWST: Broadly speaking, which customers, end markets or even specific products do you most want to see semiconductor companies exposed to and why?

Mr. Smigie: I guess it depends