Technology >> Analyst Interviews >> January 17, 2013
Solid Secular Growth in Network-Neutral Colocation Market
Todd C. Weller, CFA, Managing Director, joined the Stifel, Nicolaus & Co., Inc., research team in connection with Stifel, Nicolaus & Co., Inc.’s acquisition of Legg Mason’s capital markets group in December 2005. Mr. Weller covers the software and Internet infrastructure sector with a current focus on data centers, managed/cloud hosting and security. Before joining Legg Mason in 1998, he was an Associate Analyst at Prudential Securities covering companies in the Internet and electronic commerce sector. Before that, Mr. Weller was a Research Assistant at BT Alex. Brown, Inc. He was ranked first for earnings accuracy and third for stock picking in the software industry and second for stock picking in the health care technology industry by the Financial Times/StarMine in 2009, when he was also ranked third for stock picking in Internet and computer services by The Wall Street Journal. In 2008, he was ranked second for earnings accuracy in the software industry by the Financial Times/StarMine. Mr. Weller has a B.A. in economics with certificates in finance and management science from the University of Maryland, Baltimore County, and an MBA from the University of Maryland, College Park. Profile
TWST: If you would, please give us overview of your coverage universe.
Mr. Weller: We call it data center and hosting, and really view those as two different segments. The data center