11.15.04: Storage Hardware & Software Report
A roundtable forum, an analyst and top management from 7 firms examine the Storage Hardware & Software sector in this 47 page report from The Wall Street Transcript.

  1. Roundtable forum: Tom Curlin, RBC Capital Markets; Ian Gilson, Granite Financial Group; Mark S. Miller, Hoefer & Arnett; Daniel J. Renouard, Robert W. Baird & Co.; Kaushik Roy, Susquehanna Financial Group

  2. Outlook for Storage Hardware & Software: Dave Reinsel & Richard Villars, IDC

  3. CEO Interviews (average 2,500 words): Top management from 7 sector firms examine the outlook for their firm and the sector. Firms interviewed include: Intellidyn, Exavio, NetIQ Corporation, Patsystems Plc, Storage Computer Corporation, Titan Digital Corporation and 3UP Systems.

    Topics covered: Capital spending expectations  - Pricing issues  - Sarbanes-Oxley requirements  - DVR space  - TiVo  - Communications market  - IT spending metrics  - Federal sector  - M&A activity  - Tiered storage  - Check 21  - Storage over IP  - Terabyte growth  - Serial Attached SCSI 
    Companies covered: Western Digital (WDC), Computer Network Technology (CMNT), Seagate Technology (STX), Iomega (IOM), Verizon Communications (VZ), Hutchinson Technology (HTCH), Overland Storage (OVRL), Hewlett-Packard (HPQ), EMC (EMC), Network Appliance (NTAP), Sun (SUNW), LSI Logic (LSI), Xyratex (XRTX), Dell (DELL).
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