TECHNOLOGY A White Paper on The Internet of Things “The Dawn of Inanimate Consciousness” Equity Research Industry Analysis | February 2014 Kevin E. Cassidy | (202) 778-1595 |
[email protected] Aaron C. Rakers, CFA | (314) 342-8401 |
[email protected] Brad R. Reback, CFA | (404) 869-8051 |
[email protected] Tom M. Roderick | (312) 269-0323 |
[email protected] Matthew Sheerin | (212) 271-3753 |
[email protected] Tore Svanberg | (415) 364-7461 |
[email protected] Sanjiv R. Wadhwani, CFA | (415) 364-2538 |
[email protected] Technology: The Internet of Things 1 Industry Analysis Table of Contents Introduction: The Dawn of Inanimate Consciousness 3 Semiconductors: Processors & Components – Kevin E. Cassidy 7 Enterprise Storage – Aaron C. Rakers, CFA 11 Enterprise Software – Brad R. Reback 19 Software: Applications & Communications – Tom M. Roderick 23 Electronic Supply Chain – Matthew Sheerin 25 Semiconductors: Analog & Mixed Signal – Tore Svanberg 31 Communications Equipment & Mobility – Sanjiv R. Wadhwani, CFA 51 Important Disclosures and Certifications 61 All prices are as of 1/23/14 market close. All statements in this report attributable to Gartner represent Stifel's interpretation of data, research opinion or viewpoints published as part of a syndicated subscription service by Gartner, Inc., and have not been reviewed by Gartner. Each Gartner publication speaks as of its original publication date (and not as of the date of this report). The opinions expressed in Gartner publications are not representations of fact, and are subject to change without notice. Stifel does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report.