10.17.05: Storage Hardware & Software Report
A roundtable forum and top management from 5 firms examine the Storage Hardware & Software sector in this 32 page report from The Wall Street Transcript.

  1. Roundtable Forum: Brian Freed, Morgan Keegan & Co.; Mark Miller, Hoefer & Arnett; Marco Rodriguez, Roth Capital Partners; Kaushik Roy, Susquehanna Financial Group

  2. Off the Record: Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.

  3. CEO Interviews (average 2,500 words): Top management from 5 sector firms examine the outlook for their firm and sector. Firms interviewed include: Finisar Corp., Imation Corp., Overland Storage and Tape Laboratories.

    Topics covered: Terabyte growth  - Lower cost storage systems  - MP3 players  - Backup market  - Continuous data protection  - Search capabilities  - M&A activity  - PVR/DVR market  - Disaster recovery 

    Companies covered: Apple's (AAPL), Dell (DELL), IBM (IBM), Cisco (CSCO), Oracle (ORCL), Microsoft (MSFT), McDATA (MCDTA), Seagate (STX), Nokia (NOK), EMC’s (EMC), Fujitsu (FJTSY), Network Appliance (NTAP), FileNet (FILE), FalconStor Software (FALC) and Dot Hill Systems (HILL).
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