Technology >> Analyst Interviews >> May 10, 2012

Sequential Growth Expected in Q2 & Q3 for Semiconductors

Steven Smigie joined the technology group at Raymond James & Associates, Inc., in August 2001, where he covers the analog and communications semiconductors sector. He has been cited twice as a top semiconductor stock picker inInvestor’s Business Daily, is quoted frequently in numerous press publications, and appears on Bloomberg TV and Radio. Before joining Raymond James, Mr. Smigie worked for Needham & Company, Inc., 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: What were the key takeaways from the first-quarter earnings season for your group and what were the biggest surprises?

Mr. Smigie: I guess the takeaways are that we’ve

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