Cybersecurity Outperforms While Data Storage Segment Faces Headwinds
Andrew Nowinski is a Principal and Senior Research Analyst at Piper Jaffray & Co. covering the IT data center sectors, including security software, storage and networking. Mr. Nowinski had worked as a research analyst at Piper Jaffray from 2007 to 2010 covering the networking space. Prior to rejoining Piper Jaffray in 2011, Mr. Nowinski was a senior research associate at Raymond James and authored an extensive industry report on the IT storage sector. Before joining the sell side, Mr. Nowinski spent 10 years in the industry doing software development for various companies, including Accenture and IBM — formerly PriceWaterhouseCoopers. Mr. Nowinski earned a Master of Business Administration degree from the University of Minnesota. Profile
TWST: We last spoke a year ago. How has your coverage universe changed since then, and how has it performed?
Mr. Nowinski: My coverage universe is really shifting more toward software