Technology

Mark Schappel

mschappel@benchmarkcompany.com | (212) 312-6749

Mark Schappel joined Benchmark as an equity research analyst in early 2007, covering mid-cap names in the enterprise software sector. Prior to Benchmark, Mark spent over seven years on Wall Street, principally with KeyBanc Capital Markets, a division of McDonald Investments Inc., where he was a Vice President and equity research analyst. His research focuses primarily on small and mid-cap software names, covering cloud and traditional on-premise vendors in the applications, infrastructure and technical design & engineering software sectors.

Mark's research work builds on his extensive experience delivering IT solutions to meet user requirements. Prior to Wall Street, he spent several years leading large enterprise resource planning (ERP) and supply chain management (SCM) implementations in the chemical industry for a Big Five consulting firm. As a former engineer and plant manager in the chemical industry, Mark was involved with computer aided design (CAD) and engineering software, as well as customer relationship management (CRM), ERP, and SCM applications.

Additionally, Mark is Benchmark’s Director of Research responsible for the firm’s publishing analysts and he serves as Benchmark’s Supervisory Analyst. Mark earned an MBA from the University of Pittsburgh and a Bachelor of Science in chemical engineering from Geneva College.

Universe of Coverage: ANSS, AZPN, BLKB, EGAN, FRSX, LPSN, MANH, MITK, OTEX, PEGA, PRGS, RP, SPSC, TISA, TYL, VRNS


Gary Mobley

gmobley@benchmarkcompany.com | (314) 963-3370

Gary Mobley's research coverage focuses on semiconductor device and intellectual property companies. Gary has more than 16 years of experience covering technology stocks, and has spent over seven years on the sell-side.

Prior to joining Benchmark Co., Gary worked at Noble Financial Group, Piper Jaffray and AG Edwards. He also spent nine years as a buy-side analyst with Bank of America Capital Management and Kennedy Capital Management. Gary was named to The Wall Street Journal's Best on the Street Survey in 2006 for stock picking and was first in the 2004 Starmine-Yahoo! Poll. Over the years, he has been ranked by Institutional Investor (II) magazine. Gary has made numerous appearances on Bloomberg TV and CNBC, in addition to being quoted frequently in print.

Gary holds a Masters of Science in Finance degree from St. Louis University and a BSBA from the University of Missouri-St. Louis.

Universe of Coverage:  IOTS, CDNS, CEVA, DIOD, KN, MRVL, MXL, MOSY, MLNX, NSSC, NVDA, OSS, QTNA, QUIK, RMBS, SLAB, SNPS, XPER,


Mark Miller

mmiller@benchmarkcompany.com | (925) 406-9995

Mark Miller has a combined 43 years experience in technology and investment research. Past tech industry positions include: NASA-Goddard, 3M, Seagate and Control Data as well at firms now part of Western Digital. His 25 years of technical research and management experience included 40 publications and seven patents in the areas of data storage, materials science, and optics. During his tenure at NASA-Goddard, Mark was the senior optical design engineer on the Cosmic Background Explorer (COBE) mission which measured the Big Bang radiation. The COBE mission results were recognized with the 2006 Noble Prize in Physics. His investment research focuses on data storage, lasers, photonics, and semiconductor equipment. His investment research recommendations have received recognition three times in the Wall Street Journal's annual "Best on The Street" survey of sell side analysts and three times by StarMine. In 2006, Mark was ranked #1 by the Wall Street Journal for his recommendations in the computer peripherals space and was ranked #1 by StarMine in 2011 for his recommendations in the Electronic and Electrical Equipment segment. Mr. Miller received his bachelor's in physics from Johns Hopkins University and was a graduate instructor at Hopkins. He also holds a M.S. and was a PhD. candidate in physics at the University of Maryland, College Park. Mr. Miller earned a MBA in finance and marketing from the University of Minnesota, Carlson School of Management, where he was elected to membership in the Beta Gamma Sigma national business honorary society.

Universe of Coverage: ACMR, ASYS, ACLS, COHR, EFOI, IIVI, IPGP, IVAC, MKSI, LASR, NANO, NVMI, STX, VECO, WDC



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