Mr. Shea: We do primarily a lot of networking and data center-oriented companies - companies that will typically deal with the infrastructure, improving the network - as well as we branch out, we cover some storage names. So that's a general view of who we focus on.
TWST: Let's start on the network side. What's going on there from a development point of view?
Mr. Shea: One of the areas that we're seeing a lot of investments in is improving the WAN, where you got WAN optimization being a very highly focused-on area. You have a lot of companies that are looking at this area, a lot of customers saying that it's a great way to reduce costs, that you have the ability to add certain products there without really having to change your networking arena. From my point of view, we're looking at companies like Riverbed and Blue Coat to help them delay costs and increase their bandwidth, or rejuvenating what they already have. That's a critical area that has been seeing a lot of investments. Another area is a company that I follow, F5, has been doing very well. They started out as a load balancing company and have sort of progressed to do a lot more, where they can do acceleration, load migration with virtual machines. That's been much more of an integral solution now that companies are really virtualizing more and more servers.
Tickers included in this excerpt: BCSI, CSCO, DELL, EMC, FFIV, HPQ, IBM, NTAP, RVBD, VMW
For more information call (212) 952 7433. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.