Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

Free
Message: Thanks Suresh et al!

This is the guy that covers Acacia:

Mr. Alex Henderson is a Senior Analyst at Needham & Co. LLC. He joined Needham & Company in 2012 where he covers the networking and security technology industries. Prior to joining Needham, Mr. Henderson worked at Miller Tabak, Citigroup and Prudential Securities, where he worked as a senior research analyst and served as Prudential’s director of technology research. He started his career as a consultant at The Boston Consulting Group. He received a BA in Physics and Applied Mathematics from Bard College and an MBA from Vanderbilt University.

 

And this guy covers Intel:

Mr. Quinn Bolton, CFA, is a Senior Analyst at Needham & Co. LLC. He joined the firm in 2004 and covering communication ICs and consumer semiconductor companies. Prior to Needham, he was a senior semiconductor analyst at Oppenheimer & Co., covering large capitalization, diversified semiconductor companies. Before joining Oppenheimer, Quinn was a senior analyst at CIBC World Markets, where he covered large capitalization semiconductor, personal computer device and communication IC companies. Prior to at CIBC, he was a research associate at BT Alex. Brown and held various positions in corporate finance, equity capital markets, and equity research at Salomon Brothers. He received undergraduate degrees in Electrical Engineering and Quantitative Economics from Stanford University in 1993 and is a CFA.

and this guy has Skyworks:

Mr. Raji Gill is a Senior Analyst at Needham & Co. LLC. Mr. Gill joined the firm's Semiconductor Research Group in August 2008. Prior to Needham, he was an analyst at Jefferies & Company and Credit Suisse where he covered the communication equipment and IT Hardware industries, respectively. Before coming to Wall Street, Mr. Gill spent five years at Lucent Technologies where he was a business development manager in the mobile applications division and CFO for the SONET optical product line. According to TipRanks.com, he has a five-star ranking among Wall Street analysts globally and was one of the top 100 Wall Street analysts in both 2017 and 2019 (ranked 46 out of 6,000 analysts in 2019, and ranked 20 in 2017). He has been interviewed on CNBC’s Squawk Alley, Squawk on the Street, Closing Bell, Power Lunch, Fast Money, Bloomberg, Fox Business, CNBC Asia, for his insights on the semiconductor industry and is quoted extensively in leading business publications including The Wall Street Journal, Barron’s, Forbes and Reuters. Mr. Gill received a Master of Science in Finance from Babson College and undergraduate degrees in Finance and Information Technology from George Washington University.

And this one covers II-VI:

Mr. Alex Henderson is a Senior Analyst at Needham & Co. LLC. He joined Needham & Company in 2012 where he covers the networking and security technology industries. Prior to joining Needham, Mr. Henderson worked at Miller Tabak, Citigroup and Prudential Securities, where he worked as a senior research analyst and served as Prudential’s director of technology research. He started his career as a consultant at The Boston Consulting Group. He received a BA in Physics and Applied Mathematics from Bard College and an MBA from Vanderbilt University.

 

 

Share
New Message
Please login to post a reply