Technology >> Analyst Interviews >> March 22, 2010

Driving Data Storage Numbers With Cost-saving Efforts – Mark Kelleher – Brigantine Advisors

Mark Kelleher is a Managing Director and Senior Analyst at Brigantine Advisors. He spent 15 years on Wall Street as a sell-side analyst before joining Brigantine Advisors, where he focuses on enterprise infrastructure. His past experience includes Senior Analyst roles at such firms as Tucker Anthony, First Albany and Canaccord Adams. He has followed a wide variety of technology areas, including storage, servers, software and managed services. In 1999 Mr. Kelleher was one of the first analysts to alert investors to the coming revolution in storage that included SANs and NAS architectures. In 2006 he published a report on the coming wave of enterprise virtualization, and most recently he alerted clients to the opportunities of cloud computing. Mr. Kelleher spent seven years as a Hardware Engineer, designing ASICs for Digital Equipment Corporation. He has an MBA from Boston University, and a B.S. in computer and systems engineering from Rensselaer Polytechnic Institute. Profile
TWST: What is your overall outlook for companies in the data storage space?

Mr. Kelleher: I cover the enterprise infrastructure sector, and that really has a couple of themes behind it. One is that