Technology >> Analyst Interviews >> February 4, 2014

Growth in Drive TAM and Shipment of Higher Capacity Mix Propel Data Storage Space

Mark Miller is Noble Financial Group, Inc.'s Senior Research Analyst in the technology sector covering enterprise hardware. With more than 40 years of combined tech industry and investment experience, his investment research offers a unique industry perspective with past positions at 3M, NASA, Seagate, Control Data and firms now part of Western Digital. His technical experience included 40 publications and seven patents. While at NASA, he was the lead optical design engineer on the COBE Mission, which measured the Big Bang Radiation, resulting in the 2006 Noble Prize in Physics. In data storage, he was responsible for the introduction of a key thin film magnetic head manufacturing process, ion beam deposition, at Seagate and Read-Rite Corporation, now part of Western Digital. In addition, Mr. Miller has been recognized for the performance of his recommendations in The Wall Street Journal’s “Best on the Street” annual survey in 2005, 2006 and 2011. The Journal ranked him number one for his computer peripherals recommendations in 2005. StarMine also ranked him number one for his recommendations in the electronic equipment and instruments segment in 2011 and number three in 2013 for the performance of his recommendations in computer peripherals. His coverage areas include data storage, lasers/ photonics, semiconductor and test equipment. Mr. Miller received his bachelor’s in physics from Johns Hopkins University, was a graduate instructor at Johns Hopkins University, holds an M.S., and was a Ph.D. candidate in physics at the University of Maryland. Mr. Miller also earned an MBA in finance and marketing from the University of Minnesota’s Carlson School of Management, where he was elected to membership in the Beta Gamma Sigma national business honorary society. Profile
TWST: Where are you focusing these days in terms of your coverage universe?

Mr. Miller: Our focus in the storage space has always been the disk drive firms. I've covered them for 14