Ryan Hutchinson covers data and communication infrastructure. Two of the trends that are making an impact in the sector are the rise of cloud computing and the move toward white box hardware. According to Mr. Hutchinson, broad IT spending is flat, but he does see growth in segments like security and those related to the buildout of cloud technologies. In addition, while the macroeconomic environment has been a challenge for the sector, companies with subscription-based business models have been more insulated than hardware-oriented companies.
Full interview available here.