Rosenblatt’s TMT Research Group

Jun Zhang – Senior Research Analyst

Jun Zhang has tracked and analyzed China’s Internet, Communications and Telecom industries for over 10 years. Prior to joining Rosenblatt Securities, he established Wedge Partners' China research practice in 2008. Mr. Zhang was research director at United States Information Technology Office (USITO) from 2003-2005 and prior to that was a consultant at the research group MFC Insight in Beijing. He covers Internet, Electronics, Software, Telecommunications and Media. Mr. Zhang graduated (ABD) in Telecommunication Economics from Michigan State University's Quello Center for Telecommunications Management and Law PhD program. He earned his Master’s degree in International Economics from The Johns Hopkins University’s Paul H. Nitze School of Advanced International Studies at Nanjing.

Sector Coverage: China TMT.

Companies Covered:

AAPL Apple Inc. AUO* AU Optronics Corp.
CCIH* ChinaCache International Holdings Ltd. CHA* China Telecom Corp Ltd.
CHL* China Mobile Limited CHU China Unicom Limited
CRUS Cirrus Logic Inc. HIMX Himax Technologies Inc.
INVN InvenSense, Inc. KZ* Kongzhong Corp.
LPL* LG Display Co., Ltd. MOBI* Sky-mobi Limited
MU Micron Technology, Inc. NQ NQ Mobile Inc.
QCOM QUALCOMM Incorporated QRVO* Qorvo Incorporated
SWKS* Skyworks Solutions Inc. SYNA Synaptics Inc.
TSM* Taiwan Semi Manufacturing Co. Ltd. UTSI UTStarcom Holdings Corp
0763 HK* ZTE Corp. 0992 HK* Lenovo Group Limited
2324 TW* Compal Electronic 2353 TW* Acer Inc
2354 TW* Foxconn Tech. Co. 2382 TW* Quanta Computer
2454 TW* Mediatek Inc
*Not Rated

Hans Mosesmann – Senior Research Analyst

Prior to joining Rosenblatt Securities, Mosesmann was an electrical engineer who spent a decade working at chipmakers Texas Instruments and Advanced Micro Devices before moving to Wall Street in 1996. Mosesmann is known and respected for his coverage of such companies as AMD, Intel, Micron Technologies and Nvidia. Mosesmann spent a decade at Raymond James Financial covering the semiconductor industry. Prior to Raymond James, he worked as an equity analyst for several technology- and growth-company- focused boutiques, including Needham & Co., Volpe Brown Whelan and Soundview Securities, as well as Prudential Securities. Mosesmann holds a Bachelor of Science in Electrical Engineering from the University of Florida and an MBA in Finance from Loyola University of Maryland.

Sector Coverage: Semiconductors.

Companies Covered:

AMD Advanced Micro Devices, Inc. AVGO Broadcom Limited
CAVM Cavium, Inc. INTC Intel Corporation
IPHI Inphi Corporation MCHP Microchip Technology, Inc.
MLNX Mellanox Technologies, Ltd. MU Micron Technology, Inc.
NVDA NVIDIA Corporation TXN Texas Instruments Incorporated
XLNX Xilinx, Inc.
*Not Rated

Marshall Senk – Senior Research Analyst

Marshall Senk brings two-and-a-half decades of software industry experience to the Rosenblatt research team - both from industry and the Street. He started his career out of graduate school with Oracle Corporation where he spent nearly 10 years in various roles in product development and product management. In that span, Oracle grew from about $250 million in revenues to over $5 billion. He left Oracle for Robertson Stephens where he covered the software sector and went through both the boom and bust of the dot com era. Following that, he returned to industry working both in marketing and corporate development for Quest Software. Following that, he worked with both Woodside Capital Partners and Northland Securities as an analyst covering various software sectors including cloud infrastructure, security, data & analytics and SaaS applications. Marshall holds both Bachelors and Masters degrees from the University of Connecticut.

Sector Coverage: Software.

Companies Covered:

BOX Box, Inc. CRM
CUDA Barracuda Networks, Inc. DATA Tableau Software, Inc.
GIMO Gigamon, Inc. HDP Hortonworks, Inc.
MSFT* Microsoft Corp NEWR* New Relic, Inc.
NOW* ServiceNow, Inc. ORCL Oracle Corp
PANW Palo Alto Networks, Inc. PFPT Proofpoint, Inc.
RHT Red Hat, Inc. RPD Rapid7, Inc.
SPLK* Splunk, Inc. TLND Talend SA
WDAY* Workday, Inc.
*Not Rated

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