Information Systems Associates, Inc. (IOSA) - WSR Equity Research Report




Thoughts From The Frontline Podcast by John Mauldin show

Summary: Data centers are the backbone of technology, storing massive amounts of data. Until recently, data centers were viewed as a necessary evil without much regard to their efficiency or ability to contribute to an organization’s profitability. However, the concept of DCIM is changing that perception, which is putting the DCIM sector into hyperdrive. Over the next decade, the DCIM market is expected to grow from $150 million to over $7.5 billion in revenue. Why is this important for Information Systems Associates? ISA’s OPSI system is the only patent-protected mobile data center device that enables a data center manager to account for changes in the data center remotely. More importantly, ISA is evolving its patented OSPI system into a real-time DCIM mobile management tool empowering the data center manager to make critical IT changes by transmitting data to and from the data center by using a computer or even a smartphone. ISA has the proprietary technological solution that will help launch this nascent market into the multi-billion growth engine that will help to redesign how data centers work in the future. This is a game-changer in the industry. In addition to its ground-breaking technology, it also has a highly experienced management team that is primarily compensated with equity in shares of IOSA. Management has strong sales/marketing and product development skills with a proven track record--growing Rackwise from a small data center productivity company with a $2,000 product, to a large top tier DCIM software company with a multi hundred thousand dollar product.