IDC Tech Investor - Investment Research for the Buy Side Community

Company: LARGE HEDGE FUND

Objective: To Determine Touchpad Vendor Positioning

Project: IDCs PC & Peripherals research team in Taiwan interviewed 4 ODMs (Compal, Quanta, Wistron, Inventec) to quantify the adoption of touchpads in notebooks. This project included a slide deck with details on pricing, OEM preferences, geography differences and patent/technology advantages for Synaptics, Elantech, Alps, Cypress and Broadcom. This led to the survey being repeated quarterly.

Company: LARGE HEDGE FUND

Objective: Enterprise Storage - IDC Storage Analyst Conducted Half-Day Training on Storage Marketplace.

Project: IDC's Lead storage analyst met with multiple analysts and the lead PM to provide an in-depth overview of the enterprise storage mar-ketplace, including company-specific analysis on EMC. Key topics covered included: storage networking, impact of virtualization on storage networks, trajectory of storage capacity shipped vs. industry ASP declines, emerging (and potentially disruptive) storage tech-nologies, and other key issues.

Company: LARGE MUTUAL FUND COMPANY

Objective: Mobile OS Survey - Determine a Consumer "Wish List" for Smart Phone Applications

Project: The IDC Mobile Device team ran a survey with 10 questions developed jointly by the client and the IDC content experts. Project included 2000 total responses from China, India, Germany and the U.S. - IDC analysts provided customized analysis of the final summary results and held a conference call with the client. This led to the survey being repeated semi-annually.

Company: LARGE HEDGE FUND

Objective: Predictive Analytics/BI Survey - To Determine Current and Future Business Environment for SPSS

Project: IDC's Global Research Organization ran a survey target-ing IT professionals who have used predictive analytics software now and during previous business cycles. The survey captured 176 respondents in the U.S. and in the U.K.

Company: LARGE MUTUAL FUND COMPANY

Objective: Management Meeting Support - Provide Company Details for Client Meetings

Project: The IDC analyst community provided key questions and concerns for a list of companies that a client was meeting with at a conference. We asked the IDC analysts to focus on areas that may be lesser known by the larger marketplace but are critical, in our view, to the company's performance. The idea of these questions is to move management away from their prepared remarks and toward a more open discussion of company and market fundamentals. The company list included: AMAT, BRCM, CVLT, DELL, MCHP, MXIM, ONNN, PMCS, QCOM, SAP, VMW, STEC, SYNA, RAX, and XLNX.

Company: LARGE GLOBAL HEDGE FUND

Objective: Company SWOT Analysis - To Assist a Client in Launching Coverage in New Sectors

Project: Created Company and sector models including historical market share data and current market projections using IDCs Trackers in Networking, Storage, and Virtualization. Additionally created written company summaries providing IDC's current opinion on the opportunities and challenges for each covered company. Companies included VMW, CTXS, NTAP, EMC, CSCO, JNPR, RVBD and FFIV.