Data Security Sector Continues to Perform While Storage Remains Challenged
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: Let's start with an update on your coverage universe.
Mr. Nowinski: Over the course of the last 12 months, since the last time we spoke, my coverage universe