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Our channel research attracts many institutional investors around the world. We welcome your inquiries. Our Channel Research is distributed daily, and our analysts are available 24/7 to provide further insight and conduct confidential analyses.

Mission Statement

Our first mission—our number-one commitment—is to provide our institutional clients with an impartial, accurate, and real-time look into the global technology markets. Because our data is derived from industry channels, and not from company management, it is referred to as Channel Research.

Investors want resourceful, independent research to complement the financial analysis that is routinely available on Wall Street. We are a mainline to the market…and a seasoned sounding board. Our research is not influenced by corporate investment banking or investor relations professionals. We operate every day with clean conscience. That practice can make all the difference.

The signatures of our mission are independence and trust.

Channel Research

As an alternative to the traditional analysis of balance sheets, footnotes, and management interviews, DMFG has developed a completely different approach. Our research analysts are drawn from the industry channels they cover. Consequently, their knowledge is first and foremost operational, not financial. Fund managers have plenty of CFAs working day and night to connect the dots. Our expertise is valued because we provide original information and proprietary data to support or refute investment themes. We provide three unique tools to make the process easier:

We assess the major themes emerging in each of our spaces.

We uncover fresh facts every day. Sometimes it is a layoff, other times it’s a new order or a changing marketing strategy. We communicate these threads in the overall fabric of each major theme.

Proprietary metrics operate independently and nonjudgmentally. Each link in the channel presents an opportunity for independent measurement that points back to the forest.

Coverage Categories

View our research channels.

We cover most of the electronics food chain with sources throughout the US and Asia.

Everyday we monitor proprietary benchmarks in key global markets. The end result is an ability to construct the clearest picture possible of the industries we track.

Sometimes seeing a single forest is not enough. Cross-segment integration improves perspective, allowing us to see multiple forests across industries, products and markets. Every morning, through a global teleconference, each team presents their daily updates to peer review and analysis—often revealing shifts in demand, changes in product positioning, or unexpected consumption trends.

 

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