Tech/Telecom Equity Research

In recent years, developments in these key industries have accelerated, making Tech/Telecom one of the fastest growth sectors. Our Tech/Telecom equity research analysts provide unique insights on numerous data center, communication technology, broadband access, telecom and wireless companies.
 


Tim Savageaux
Director of Research

 

David Duley
Managing Director

 

Colby Synesael
Senior Vice President

 

Alex Kurtz
Vice President

 
 
Asia Technology and Infrastructure

Advanced Semiconductor Engineering, Inc. ASX

China Automotive Systems Inc. CAAS

China Housing & Land Development, Inc. CHLN

China Precision Steel, Inc. CPSL

ChipMOS Technologies (Bermuda) Ltd. IMOS

FEI Co. FEIC

General Steel Holdings, Inc. GSI

Himax Technologies, Inc. HIMX

Lattice Semiconductor Corp. LSCC

Shengdatech, Inc. SDTH

Silicon Motion Technology Corp. SIMO

SORL Auto Parts, Inc. SORL

Verigy, Ltd. VRGY

Wonder Auto Technology, Inc. CATG
 
Communications Technology

ADC Telecommunications ADCT

ADVA Optical Networking ADVOF

Alvarion Ltd. ALVR

Avanex Corp. AVNX

Aware, Inc AWRE

Bookham, Inc. BKHM

Cavium Networks, Inc. CAVM

Ciena Inc. CIEN

EMCORE Corp. EMKR

Entropic Communications, Inc. ENTR

EXFO Electro-Optical Engineering, Inc. EXFO

Finisar Corp. FNSR

GSI Technology, Inc. GSIT

Harmonic Inc. HLIT

Micortune, Inc. TUNE

Microvision, Inc. MVIS

Mindspeed Technologies, Inc. MSPD

MRV Communications, Inc. MRVC

Nortel Networks Corp. NT

Occam Networks, Inc. OCNW

Oplink Communications, Inc. OPLK

Opnext, Inc. OPXT

Sonus Networks, Inc. SONS

Sunrise Telecom, Inc. SRTI

Sycamore Networks Inc. SCMR

Tekelec, Inc. TKLC

Tellabs, Inc. TLAB
 
Connected Home / Broadband Access Tecyhnology

Alvarion Ltd. ALVR

Aware, Inc AWRE

Cavium Networks Inc. CAVM

Entropic Communications, Inc. ENTR

GSI Technology, Inc. GSIT

Microtune, Inc. TUNE

Mindspeed Technologies, Inc. MSPD
 
Emerging Data Center & Enterprise Technologies

Blue Coat Systems, Inc. BCSI

Compellent Technologies, Inc. CML

INX Inc. INXI

Netezza Corporation NZ

Network Appliance Inc. NTAP

NetScout Systems, Inc. NTCT

Rackable Systems, Inc. RACK

Silicom Ltd. SILC

Super Micro Computer, Inc. SMCI

3PAR, Inc. PAR
 
Telecom Services

Akamai Technologies, Inc. AKAM

Cbeyond Communications, Inc. CBEY

8x8, Inc. EGHT

Equinix Inc. EQIX

FiberNet Telecom Group, Inc FTGX

Internap Network Services Corp. INAP

Level 3 Communications, Inc. LVLT

Limelight Networks, Inc. LLNW

NaviSite, Inc. NAVI

PAETEC Holding Corp. PAET

RCN Corp. RCNI

SAVVIS, Inc. SVVS

Switch and Data, Inc SDXC

Terremark Worldwide, Inc. TMRK

TW Telecom Inc. TWTC

UCN Inc. UCNN
 
Wireless Services

USA Technologies Inc. USAT
 
 

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