Data Networking and Telecom Equipment

Alex Henderson's research spans the Data Networking and Telecom Equipment markets. His detailed analysis of the Enterprise and Service Provider end market's provides a backdrop for identifying investment vehicles within this robust sector. Broad themes such as the rapid growth in wireless communications in the Telecom sector and the adoption of virtualization in the Enterprise arena are resulting in significant changes in demand for products and customers within this market. Mr. Henderson utilizes a variety of primary sources to evaluate these demand trends and to ascertain which companies are winning and which are losing. In particular, Mr. Henderson's Value-Added Reseller Surveys and supply chain analysis provide insight into current conditions and early flags to changes in the market trends.