ABOUT SUMMIT INSIGHTS GROUP

Summit TMT Research is an independent research firm with a specialized focus on the following TMT segments:  Enterprise and application software, IT Hardware, Internet, Semiconductors & Semiconductor capital equipment.


SIG analysts follow more than 100 stocks regularly in the areas of Enterprise and Application Software, Storage, Networking, Security, Flash Memory, Big Data, Storage Networking, SSD and CPUs.


Each principal analyst has at least 5 years of hands-on industry experience prior to their tenure in equity analysis.

LEADERSHIP

Srini Nandury

IT Hardware & Software Analyst - Managing Director

Mr. Nandury covers IT Hardware & Software companies at Summit Insights Group LLC (SIG). Prior to SIG, he was at Bank of America Merrill Lynch, Cross Research and Bear Stearns covering IT Hardware and Storage stocks. Mr. Nandury is frequently quoted in Barrons, Investor Business Daily, Bloomberg and Forbes magazines. Prior to his sell-side experience, Mr. Nandury worked at Sun Microsystems, ICTV and Veritas Software. He holds a Bachelor of Science in Engineering from the Osmania University in India, an MS in Computer Science from the University of Nebraska, and an MBA from the Wharton School at the University of Pennsylvania.

Jonathan Kees

Application Software Analyst - Managing Director

Mr. Kees is known for his expertise in Application Software space and covers Communications and Internet companies at Summit Insights Group. At CapStone Investments, his stock picks delivered positive returns and beat internal benchmark in 2 of the 3 years. At Citi and later Bear Stearns, his team ranked in the Institutional Investor surveys or won internal awards. Before equity research, Mr. Kees spent several years at AT&T/Lucent in various technical, operational, and business development roles. Mr. Kees holds a B.S. in electrical engineering from Washington University in St. Louis and an MBA from Columbia University.

KinNgai Chan

Semiconductor and Semicap Equipment Analyst - Managing Director

Mr. KinNgai Chan joined Summit Insights Group with 15 years of experience as an equity analyst covering the semiconductor sector at Rosenblatt Securities, The Juda Group and Sanders Morris Harris Group. Prior to his Wall Street career, Mr. Chan has held various positions in strategic planning, purchasing, marketing and business development in the PC and Communication systems, components and integrated circuits. Mr. Chan has interacted with leading technology companies such as Intel, AMD, Micron Technology, nVidia, Broadcom, Samsung, Toshiba, Western Digital as well as Asian ODMs. With over nine years of industry experience in the PC Semiconductor as well as the Communications Semiconductor industry, Mr. Chan is able to provide institutional investors with unique and differentiated research. Chan received his MBA from the University of Arizona and graduated Magna Cum Laude from California State University, Chico, where he earned his BS.

METHODOLOGY

SIG analysts are known for making non-consensus prescient stock calls.

SIG analysts have access to the managements of both public and private companies to verify factual items from public comments or published statements, buttressing the integrity of our analysis. SIG analysts regularly attend industry conferences and visit startup companies to understand technology trends driving the industry.

SERVICES

One-page Reports on key drivers/inflection points/actionable investment ideas.

Initiation Reports – 8-10 page deep dive on new company or investment opportunity.

“Best-ideas” Reports – brief summary updates on 4-8 key money-making investment ideas for the quarter.

Financial Models – as warranted.

Management Access – Non-Deal Road Shows with management – (Recent examples include TDC, NTAP, MLNX, ZEN, TWLO, NVDA, AMBA, QLGC, BRCD, FIO, STX, WDC, PFPT, etc.)

Silicon Valley Start-up Tours – Meet the businesses working on the cutting edge of new technologies.  One or two day tours to meet 5-10 companies in a range of TMT segments.

Analyst access – on demand.  In person meeting, 1×1 conference calls, prompt response to email inquiries.

COVERAGE

IT HARDWARE & SOFTWARE

TickerCompany
CVLTCommvault
CYBRCyberArk
DATATableau Software
FSCTForeScout
MIMEMimecast
MLNXMellanox
NTAPNetApp
NTNXNutanix
OKTAOkta
PANWPalo Alto Networks
PFPTProofpoint
PSTGPure Storage
QLYSQualys
SPLKSplunk
TENBTenable
TDCTeradata
VMWVmware
VRNSVaronis
ZSZscaler

APPLICATION SOFTWARE

TickerCompany
EGHT8x8.com
GDDYGoDaddy
HUBSHubspot
NOWService Now
RNGRing Central
SHOPShopify
SNAPSnapchat
TEAMAtlassian
TWLOTwilio
TWTRTwitter
VGVonage
WIXWix
ZENZen Desk
LPSNLive Person
MTCHMatch.com

SEMICONDUCTOR & SEMICAP EQUIPMENT

TickerCompany
ADIAnalog Devices
AMATApplied Materials
AMDAMD
ASMLASML Holdings N.V
AVGOBroadcom
IDTIIntegrated Device Technology
INTCIntel
LRCXLam Research
MPWRMonolithic Power
MRVLMarvel
MUMicron
MXIMMaxim
NVDANvidia
ONON semiconductor
QCOMQualcomm
QRVOQorvo
SIMOSilicon Motion
SLABSilicon Labs
SMTCSemtech
STXSeagate
SWKSSkyworks
SYNASynaptics
TXNTexas Instruments
WDCWestern Digital
XLNXXilinix

CONTACT SUMMIT INSIGHTS GROUP
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