Equity Capital Markets


  • Advanced Micro Devices, Inc. (AMD)
  • Analog Devices Inc. (ADI)
  • Avago Technologies Ltd. (AVGO)
  • Applied Micro Circuits Corporation (AMCC)
  • Cypress Semiconductor (CY )
  • Diodes, Inc. (DIOD)
  • Intel Corp. (INTC )
  • Micron Technology (MU)
  • Nvidia Corp. (NVDA)
  • NXP Semiconductors (NXPI)
  • ON Semiconductor Corporation (ONNN)
  • Qualcomm, Inc. (QCOM)
  • RF Micro Devices, Inc. (RFMD)
  • Sandisk Corp. (SNDK)
  • Skyworks Solutions, Inc. (SWKS)
  • Spansion Inc. (CODE)
  • Synaptics, Inc. (SYNA)
  • Texas Instruments Inc. (TXN)

Vijay Rakesh
Senior Research Analyst

Mr. Rakesh joined Sterne Agee in April 2010 as Managing Director covering semiconductors. Prior to joining Sterne Agee, he was a Principal, Lead Senior Research Analyst at ThinkEquity and also Oppenheimer & Co. Mr. Rakesh also worked in the semiconductor industry for six years at International Rectifier as Fab Module Manager and has eight years of sell-side experience. He holds an MS in Material Science from the University of Florida, Gainesville, and IIT Kharagpur (BTech Hons), India. Mr. Rakesh also has an MBA in Finance from The Anderson School at UCLA.

Troy Cowdrey
Research Analyst

Troy Cowdrey joined Sterne Agee as a Research Associate in April 2012 covering Semiconductors in the Technology sector. Prior to joining Sterne Agee, Troy worked in the Asset Management Divisions of Goldman Sachs and Morgan Stanley. Mr. Cowdrey currently serves on the Financial Advisory Board at DePaul University’s Driehaus College of Business. He holds an MBA in Finance and an MS in Finance from DePaul University, and has an undergraduate degree in Personal Financial Planning from Western Michigan University. Mr. Cowdrey has passed the Certified Financial Planner examination and is currently pursuing both the CFA and CAIA designations.