Technology >> Analyst Interviews >> October 17, 2011
Telcos Look To Dominate Cloud Trend Through Data Centers – Timothy K. Horan – Oppenheimer & Co.
Timothy K. Horan, CFA, is a Managing Director and Senior Analyst heading the communication and cloud services equity research team at Oppenheimer & Co. Inc. He has been with the firm since 1998 and has been a communications services Analyst for more than 13 years. Previously, Mr. Horan was a Research Analyst at Smith Barney, in a group that was ranked number two among wireline services teams in the 1997 Greenwich Associates institutional survey, and a perennial winner of the Institutional Investor analyst survey. Before becoming an Equity Analyst, Mr. Horan worked as a Civil Engineer on various projects in the New York area. He received a B.S. in civil engineering from Rutgers, The State University of New Jersey, and earned an MBA in finance, with Beta Gamma Sigma honors, from Columbia Business School. Profile
TWST: Please begin with a brief overview of your coverage as it pertains to Internet services, including the specific names you follow in the sector.
Mr. Horan: Internet infrastructure comprises about