Avi Cohen
Director of Research
Dunham Winoto
Semiconductors - AMD, ATHR, INTC, MU, OVTI, RFMD, SIGM, SIMO, SNDK, SWKS, ZRAN
Matthew Thornton
Telecom - AVNW, CELL, CRNT, DRWI, MOT, NOK, PALM, RIMM
Jeffrey Gaggin
Enterprise Software - ADBE, BMC, CA, CALD, CTSH, MFE, MSFT, N, ORCL, QSFT, ROVI, SAP, SYMC, VMW
Andrew Abrams
LCD, RFID, and Special Situations - AIXG, AUO, AVID, AYI, CREE, DLB, ENTU, GLW, IN, LPL, ORBK, PANL, RBCN, SCSC, VDSI, VECO, ZBRA, ZIGO
Matthew Bryson
Storage - BRCD, CML, CVLT, ELX, EMC, HTCH, IVAC, LSI, MLNK, MRVL, NTAP, QLGC, QTM, STEC, STX, WDC, XRTX
Joint Coverage
DELL, HPQ, IBM, NVDA, TSM
Catharine Trebnick
Telecom - APKT, CIEN, CSCO, FFIV, JNPR, SNWL, SONS, TKLC