Our IT Hardware research platform is focused on those companies supplying computing hardware to both industry and individuals. Computers make the modern world work, from large servers running global financial markets, to cloud servers powering the Internet, to smartphones in our pockets that we rely upon every day. We expect new hardware to continue to be introduced every year for the foreseeable future including robotics, even smarter phones (handheld super computers), AI-based hardware, and more remote devices as the world moves to a post COVID era. Much of the innovation in technology has historically come from small companies and we expect this to continue.


Prior to Water Tower Research, John was a Lead Equity Research Analyst at UBS covering IT Hardware (including IBM, DELL, and HPE), Communications Equipment (including CSCO, ANET, and JNPR), and IT Services (including ACN, and CTSH). View Team Page

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