Erik Suppiger covers security and networking stocks. Mr. Suppiger says the security sector has been very active, with the volume of attacks growing rapidly. He says different security technologies have become effective for specific types of attacks. In the networking space, Mr. Suppiger says there’s been a significant investment cycle taking place in the data center, and that a lot of cloud buildout has occurred. Another trend is the outsourcing of IT infrastructure with services such as infrastructure as a service, where a lot of cloud providers are building out cloud infrastructure. He shares which companies are best-positioned to capitalize on this buildout.
Full interview available here.