1 anaylst and 3 sector firms examine the computer hardware sector in this 13 page report from The Wall Street Transcript.
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Computer Hardware & Business Intelligence: Dawn Simon Talbot, One-On-One Research Corp.
CEO Interviews (average 2,500 words): Top management from 3 sector firms examine the outlook for their firm and sector. Firms interviewed include: Blue Coat Systems, Inc., CSP Inc., GTSI Corp.
Topics covered: IBM and other hardware providers - Business intelligence companies outperforming the S&P - Parallel processing - The IT industry - Data storage and hardware consolidation - Virtualization products - Hidden costs - Power and cooling - Mobile devices and mobile computing - A different type of hardware growth on the edge - Small businesses - Emerging growth areas - Pure analytics - Sophisticated applications - Data mining - Historical trends
Companies covered: Microsoft (MSFT), IBM (IBM), Business Objects (BOBJ), Cognos (COGN), Informatica (INFA), Cisco (CSCO), Oracle (ORCL), Hewlett-Packard (HPQ), Nortel (NT), Citrix (CTXS), Juniper (JNPR), SPSS (SPSS), Fair Isaac (FIC), salesforce.com (CRM), and Garmin (GRMN).