- Only two storage companies on the list: Western Digital at #48 and Network Appliance at #98. This was surprising. I expected to see more storage companies considering most market watchers keep harping about the exponential growth in data storage requirements.
- Sixteen out of 100 companies focused on healthcare market.
#48 Western Digital - Why It's HotFrom SeaGator - A puzzled vision, "In short term, SeaGator loss will be gain for Western Digital, ...." I am glad to see that I wasn't way off in my analysis of Seagate Maxtor merger.
The No. 2 maker of hard drives (in Dell PCs, TiVo's DVR, and Microsoft Xbox) is gaining market share as rivals Seagate and Maxtor merge.
#98 Network Appliance - Why It's Hot
Increasing demand for data storage boosted server sales by 30 percent in the quarter ending in January, and the share price has since rallied.
I don't agree with Business 2.0 reason for why NetApp is hot. In my opinion, credit for NetApp success goes to its sales people who are pounding the pavements like never before. I can't recall any situation recently where NetApp name didn't come up.
I am not surprised to see the booming business being performed by healthcare technology companies. Being personally involved in projects with combined installed storage capacity of 4PB+, in my opinion, healthcare industry is becoming a major consumer of storage. Congratulations to my friends at Merge Healthcare for making the list at #37!