Alex Henderson says the issue in data networking is the shift from private to public cloud causing a diminution of longer-term growth potential. He says suppliers to the Web 2.0 players have significant opportunity, as there is a major upgrade cycle in the data center for scaled-out data centers.
Full interview available here.
Interview Highlights: Hendi Susanto of Gabelli & Company on Data Hosting Centers and Data Storage
September 19, 2016
Interview Highlights: David B. Rodgers of Robert W. Baird & Co. on Data Hosting Centers and Data Storage
September 20, 2016
Interview Highlights: Ryan Hutchinson of Guggenheim Securities on Data Hosting Centers and Data Storage
September 20, 2016
Interview Highlights: Erik Suppiger of JMP Securities on Data Hosting Centers and Data Storage
September 21, 2016
Interview Highlights: Michael Genovese of MKM Partners on Data Hosting Centers and Data Storage
September 22, 2016
