Technology >> Analyst Interviews >> October 12, 2010

Eqix As A “buy” Despite Recent Selloff – Clayton F. Moran -the Benchmark Company, Llc

Clayton F. Moran is a Senior Vice President of The Benchmark Company, LLC. He serves as a Senior Analyst on Benchmark's Internet, media and communications team, covering Internet advertising and infrastructure companies, and wireless tower companies. Prior to joining Benchmark, Mr. Moran spent five years as a Senior Analyst on Stanford Group Company's Internet, media and communications research team. In 2005 he was named the fifth best overall stock picker in North America by Mr. Moran served as Chief Financial Officer of VDC Communications, a telecommunications company listed on the American Stock Exchange. Prior to VDC, he worked as a Stock Analyst at Smith Barney. In 2008 he was ranked as the top stock-picking "All-Star Analyst" by The Wall Street Journal in advertising and publishing, with a 61% positive return in his coverage universe versus a 34% plunge in his peer group and a 38% decrease in the S&P 500 Index. Mr. Moran graduated from Princeton University in 1993 and The Horace Mann School in 1989. His certifications include Series 7, 63, 65, 86 and 87. Profile
TWST: Please start with a brief overview of your coverage universe.

Mr. Moran: I cover Internet, media and communications stocks. Within that universe are the data center companies, of which I cover