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Kevin Cassidy
Vice President
Semiconductors: Processors & Components
+1 650.688.5264
kcassidy@tweisel.com
Kevin Cassidy joined Thomas Weisel Partners in August 2007, covering the power management and broadline segments of the Semiconductor industry. Prior to joining TWP, Kevin was a research analyst at Piper Jaffray. He brings over 20 years of practical semiconductor industry experience through various sales positions, primarily with AMD. Kevin has an Electrical Engineering degree from SUNY Buffalo and Bachelor of Science degrees in Mathematics and Physics from SUNY Geneseo.
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Coverage List
Ticker |
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Company Name |
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Rating |
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Market Cap (mn) |
AMD |
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Advanced Micro Devices, Inc. |
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Market Weight |
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$3,388 USD |
BRCM |
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Broadcom Corporation |
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Overweight |
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$11,886 USD |
CAVM |
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Cavium Networks, Inc. |
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Overweight |
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$779 USD |
FCS |
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Fairchild Semiconductor International, Inc. |
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Overweight |
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$1,638 USD |
INTC |
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Intel Corporation |
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Overweight |
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$132,623 USD |
MRVL |
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Marvell Technology Group Ltd. |
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Overweight |
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$9,587 USD |
MLNX |
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Mellanox Technologies, Ltd. |
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Market Weight |
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$382 USD |
MCHP |
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Microchip Technology Incorporated |
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Market Weight |
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$5,988 USD |
MU |
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Micron Technology, Inc. |
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Overweight |
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$3,729 USD |
NETL |
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NetLogic Microsystems, Inc. |
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Overweight |
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$749 USD |
OVTI |
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OmniVision Technologies, Inc. |
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Market Weight |
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$592 USD |
ONNN |
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On Semiconductor Corporation. |
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Overweight |
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$3,955 USD |
PMCS |
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PMC-Sierra, Inc. |
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Market Weight |
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$1,748 USD |
TXCC |
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TranSwitch Corporation |
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Market Weight |
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$95 USD |
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