9.10.07: Data Storage Report
A roundtable forum and 2 analysts examine the Data Storage sector in this 26 page report from The Wall Street Transcript. Order this Report

  1. Roundtable Forum: Mark Miller and Brean Murray, Carret & Co.; John Webster, Illuminata

  2. New Technologies in Data Storage: Paul Mansky, Citi Investment Research

  3. Enterprise Storage, Components & Specialty Providers: Rick Summer, Morningstar

    Topics covered: Capacity over expansion - Array sales - Energy consumption - Virtual tape libraries - IPOs - Online transaction processing (OLTP) - IT spending trends - Thin provisioning - Semiconductor demand - Network attached storage frameworks

    Companies covered: Hutchinson Technology (HTCH), EMC (EMC), Western Digital (WDC), Seagate Technology (STX), Applied Materials (AMAT), Cisco (CSCO), IBM (IBM), Veeco Instruments (VECO), Intevac (IVAC), Imation (IMN), Data Domain (DDUP), Emulex (ELX), Network Appliance (NTAP), Hewlett-Packard (HPQ), Netezza (NZ) and QLogic (QLGC).
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