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.
||AU Optronics Corp.
||ChinaCache International Holdings Ltd.
||China Telecom Corp Ltd.
||China Mobile Limited
||China Unicom Limited
||Cirrus Logic Inc.
||Himax Technologies Inc.
||LG Display Co., Ltd.
||Micron Technology, Inc.
||NQ Mobile Inc.
||Skyworks Solutions Inc.
||Taiwan Semi Manufacturing Co. Ltd.
||UTStarcom Holdings Corp
||Lenovo Group Limited
||Foxconn Tech. Co.
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.
||Advanced Micro Devices, Inc.
||Microchip Technology, Inc.
||Mellanox Technologies, Ltd.
||Micron Technology, Inc.
||Texas Instruments Incorporated
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.
||Barracuda Networks, Inc.
||Tableau Software, Inc.
||New Relic, Inc.
||Palo Alto Networks, Inc.
||Red Hat, Inc.
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