Technology >> Sector Roundtables >> November 15, 2004


TOM CURLIN leads the fabric computing research practice at RBC Capital Markets. His team employs a unique combination of deep industry knowledge and seasoned investment experience when evaluating emerging and established companies in the data center technology markets. Mr. Curlin joined RBC in 2001 from Morgan Keegan & Co. where he worked in a similar capacity. Previously he earned his MBA with highest academic standing from the University of Memphis while designing mobile computing systems as an engineer at Federal Express. He also designed industrial control and power distribution systems as a student engineer at Kimberly-Clark Corporation while earning a BS in Electrical Engineering, summa cum laude, from Mississippi State University. Profile
MARK S. MILLER, who was recently rated a 5-Star Analyst by Zacks, joined Hoefer & Arnett as a research analyst in 2000 after working as a research manager at Read-Rite Corporation, where he headed a process development team. Mr. Miller has 25 years of management and technical research experience with organizations including 3M, Seagate Technology, NASA and HMT Technology. While at NASA he was a Space Shuttle Astronaut Semifinalist. Mr. Miller has authored 40 publications in nine major science and technology journals and holds three patents. Mr. Miller received a BA in Physics from Johns Hopkins University. He also has an MS in Physics and was a PhD candidate in the Physics Department at the University of Maryland. In 1990, he received an MBA in finance and marketing from the Carlson School of Management at the University of Minnesota. Mr. Miller covers the hardware technology sector, including data storage, optical technology and thin film processing equipment firms. Profile
Kaushik Roy is a Senior Vice President, Equity Research at Wedbush Securities, where he covers data center technologies. Prior to that, he was a buy-side Analyst at the Neuberger Berman Technology Fund. Before joining Neuberger Berman/Lehman Brothers, Mr. Roy was the Senior Enterprise Hardware Technology Analyst with Susquehanna Financial Group for three years. Mr. Roy also followed the enterprise hardware sector with Robertson Stephens earlier in his career. Prior to working on Wall Street, he was with EMC Corporation as a Strategic Investment Manager and with John Deere Healthcare as a Systems Engineer. Mr. Roy received an MBA from Cornell University, an M.S. in electrical and computer engineering from Louisiana State University, and a B.S. in electrical engineering from the B.I.T. India. Profile
Ian Gilson
Ian Gilson, Ph.D., CFA, joined Zacks Investment Research, Inc. in 2006 as a Senior Analyst covering the graphics display industry as well as some special situations. His current coverage includes several microcap companies in the clean tech, energy and technology sectors. He has 20 years of experience as a sellside Analyst who covers small and microcap companies. His buy-side experience includes three years as a Money Manager with Manning & Napier and 13 years with Harris Trust and Savings Bank as an Analyst and Money Manager. Dr. Gilson is a holder of the Chartered Financial Analyst — CFA — designation and had NASD series 7, 63 and 87 licenses. Profile
DANIEL J. RENOUARD is the Senior Analyst covering data storage and services at Robert W. Baird & Co. Prior to joining Baird in 1998, Mr. Renouard spent four years at Continental Airlines, where he held a variety of positions, most recently Director of Strategic Planning. He received both a BS in Mechanical Engineering and an MBA with a concentration in Finance from the University of Notre Dame. Mr. Renouard is a Chartered Financial Analyst. Profile
TWST: Mark, let's start with you. What has gone on from a business

perspective so far this year in the storage segment?

Mr. Miller: I think in the last year we've seen an unfortunate turn