Technology >> Analyst Interviews >> May 2, 2011

An Eye On Higher-margin Business In Data Storage – Kaushik Roy – Wedbush Securities

Kaushik Roy is a Senior Vice President, Equity Research at Wedbush Securities, where he covers data center technologies. Prior to that, he was a buy-side Analyst at the Neuberger Berman Technology Fund. Before joining Neuberger Berman/Lehman Brothers, Mr. Roy was the Senior Enterprise Hardware Technology Analyst with Susquehanna Financial Group for three years. Mr. Roy also followed the enterprise hardware sector with Robertson Stephens earlier in his career. Prior to working on Wall Street, he was with EMC Corporation as a Strategic Investment Manager and with John Deere Healthcare as a Systems Engineer. Mr. Roy received an MBA from Cornell University, an M.S. in electrical and computer engineering from Louisiana State University, and a B.S. in electrical engineering from the B.I.T. India. Profile
TWST: The last time you spoke to us, in October 2010, you said data center companies that were most exposed to enterprise customers rather than retail customers were in a better position. Has that