8.9.04: Enterprise Hardware Report
A roundtable forum and top management from 5 sector firms examine the enterprise hardware sector in this 30 page report from The Wall Street Transcript.
  1. Roundtable Forum: Rod W. Bare, Morningstar; Andrew Schroepfer, Tier 1 Research
  2. CEO Interviews (average 2,500 words): Top management from 5 sector firms examine the outlook for their firm and the sector. Firms interviewed include: Global Payment Technologies, Powerhouse Technologies Group, Raritan Computer Inc., Scan-Optics and TransAct Technologies Inc.
    3. Topics covered: IT server spending patterns - Replacement hardware spending - M&A activity - Storage growth forecast - Virtual infrastructure - Refresh cycle in hardware - PC replacement cycle - Consolidation predictions - Offshoring politics - Service and utility computing - Enterprise security

    Companies covered: IBM (IBM), EMC (EMC), Veritas (VRTS), Cisco (CSCO), Mercury Interactive (MERQ), Brocade (BRCD), McDATA (MCDTA), Gateway (GTW), Sun (SUNW), Oracle (ORCL), PeopleSoft (PSFT).
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