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Jeff Gaggin

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Avian Securities , LLC
New York, NY
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    www.businessweek.com/technology/content/oct2008/tc20081 - [Cached Version]
    Published on: 10/21/2008    Last Visited: 10/22/2008  

    "The Microsoft threat is growing, and these guys are seeing pricing pressure," says Jeff Gaggin, a senior research analyst at Avian Securities, who has a neutral rating on VMware's stock. Factor in an economy hinging on recession, and "that's going to make it doubly hard for them to meet consensus revenue estimates for the rest of the year," he says.

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    www.aviansecurities.com/index.php?page=bios&PHPSESSID=3 - [Cached Version]
    Published on: 6/16/2008    Last Visited: 6/16/2008  

    Jeffrey Gaggin

    Enterprise Software Analyst

    Joining Avian in April 2003, Jeff Gaggin has worked on Wall Street for over 14 years in both asset management and the sell-side.For the past 4 years, Jeff has been covering the Enterprise Software sector at Avian Securities, LLC.He started his career in the research department at Goldman, Sachs, & Co and was hired by Smith Barney Asset Management as an analyst for The Special Equities Fund, which was one of the top small cap funds in the U.S in 1996.Jeff then went to work for The Galleon Group to cover Enterprise Software as both an analyst and a portfolio manager.After his success at Galleon he went on to join First New York as a full time portfolio manager focusing on the software market until he was hired by Sigma Capital, a division of S.A.C, to manage a portfolio for them.

    Jeff graduated from The State University of New York at Plattsburgh with a B.S. in Economics (Finance).He enjoys playing ice hockey, skiing, surfing, and tennis.

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    www.investors.com/editorial/IBDArticles.asp?artsec=17&a - [Cached Version]
    Published on: 9/12/2008    Last Visited: 9/13/2008  

    "In this environment, it's kind of pricey," said Jeff Gaggin, an analyst at Avian Securities.He rates the stock neutral.
    ...
    "They really have no competition in their core business," Gaggin said.Adobe's closest rival, Microsoft, (MSFT) hasn't made much of an impact, he says.

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    www.smartmoney.com/news/on/index.cfm?story=ON-20080616- - [Cached Version]
    Published on: 6/16/2008    Last Visited: 6/16/2008  

    Jeff Gaggin, an analyst with Avian Securities, noted that this was unusual, as sales tend to be weaker prior to a new upgrade as customers hold back.Gaggin has a positive rating on Adobe.

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    www.askrackmountranger.com/2008/03/ - [Cached Version]
    Published on: 3/1/2008    Last Visited: 10/25/2008  

    "Our checks suggested [the results] were going to be pretty solid all around, so we're surprised by this," says Jeff Gaggin, an enterprise software analyst at Avian Securities.

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    www.nwwsubscribe.com/news/2008/031708-bmc-to-buy-bladel - [Cached Version]
    Published on: 4/2/2008    Last Visited: 4/2/2008  

    in a consolidating industry," said Jeff Gaggin, enterprise software analyst at Avian Securities LLC, in a recent research

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    www.thestreet.com/story/10423613/1/vmware-feels-the-hea - [Cached Version]
    Published on: 5/19/2008    Last Visited: 6/28/2008  

    "We think Hyper-V adoption will be rapid over the next two years," because it has "proven to be very stable and reliable from the get-go," Avian Securities analyst Jeff Gaggin wrote in a note Friday.Hyper-V also performs out of the box most of the tasks accomplished by VMware's comparable product, he added.

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    www.investors.com/editorial/IBDArticles.asp?artsec=17&a - [Cached Version]
    Published on: 6/12/2008    Last Visited: 6/13/2008  

    McAfee reasonably could sell its product to 5% to 10% of its existing consumer customers, says Avian Securities analyst Jeff Gaggin.
    ...
    Gaggin agrees that it won't necessarily accelerate McAfee's growth.

    But he said home file encryption is a "green field" with no established market leaders.And McAfee's new product fits in well with a "nice portfolio" of protections that's drawing market share from rivals.

    "I don't think this is going to be as big a market as anti-virus," Gaggin said of home encryption.
    ...
    But file encryption is apt to catch on among home users as more laptops are sold, Gaggin says.

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    tools.fidelity.com/news/on/index.cfm?story=ON-20080717- - [Cached Version]
    Published on: 7/17/2008    Last Visited: 7/18/2008  

    Analyst Jeff Gaggin, of Avian Securities, said the lower sales may prompt fears that Microsoft's Office products, which include word processing and spreadsheet tools, may be getting outdated.

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    www.thestreet.com/story/10423605/1/tech-winners-losers- - [Cached Version]
    Published on: 5/19/2008    Last Visited: 6/28/2008  

    "We think Hyper-V adoption will be rapid over the next two years," because it has "proven to be very stable and reliable from the get-go," Avian Securities analyst Jeff Gaggin said in a note Friday.Hyper-V also can accomplish most things "out of the box" that a comparable VMware product can, he added.

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