Consolidation & Competition In Data Storage
TWST: Please begin with a brief overview of your coverage area, including some of the specific names you follow.
Mr. Yin: I cover the data storage space. It's comprised of storage systems vendors, which consist of EMC (EMC) and NetApp (NTAP); also some IT infrastructure, which includes Emulex (ELX), QLogic (QLGC); and also some of the hard disk drive manufacturing, which includes Western Digital (WDC) and Seagate (STX). Those are the six companies that are in the data storage sector, and one more, Broadcom (BRCM), which is more into IT infrastructure.
TWST: You anticipate competition is going to intensify in the sector. What factors do you think are contributing or will contribute to increased competition? Which companies are best positioned to stay ahead of that curve?