Technology >> Sector Roundtables >> April 12, 2004
WALTER J. WINNITZKI, an analyst with Nicusa Capital Partners, has been a
research analyst and student of the computer industry and the major
companies in the sector for over 20 years. After spending the early part
of his career as a sellside technology analyst, Mr. Winnitzki has now
moved to the buyside. At Nicusa, a value oriented private equity
partnership, he evaluates investment opportunities in and outside the
computer and information technology market. He has an extensive
background as a computer analyst on Wall Street working at a number of
leading investment banking firms and has collaborated with the leading
IT advisory firm, META Group. His research coverage has included a wide
range of technology-related companies in various industry sectors
including PCs, enterprise systems, distribution, software and
peripherals. Prior to Nicusa, he was affiliated with First Albany, where
he was a Managing Director and Senior Analyst covering the computer
systems and distributions sectors of the IT industry. Prior to that, he
was affiliated with JP Morgan, (and its predecessor Hambrecht & Quist),
Paine Webber and Dillon Read & Co. He has received recognition in
various surveys of analysts, including the Wall Street Journal All-Star
Analyst team. He is frequently quoted in the press and has made numerous
guest appearances on television on such programs as: CNBC, CNN, Money
Line, Bloomberg, CNNfn, and Nightly Business Report. He received a BS
from St. Francis College and an MBA from Pace University. He is a
Chartered Financial Analyst and a member of the New York Society of
Security Analysts. Profile
ROD W. BARE is a stock analyst with Morningstar, covering the computer
hardware industry. Before joining Morningstar in 2003, he was an
investment banker at Deutsche Bank Securities. Mr. Bare has a bachelor's
degree in economics from Illinois State University and an MBA in finance
and statistics from the University of Chicago. Prior to business school,
he was an information technology consultant and was trained as a network
systems specialist in the United States Air Force. Profile
MEGAN GRAHAM-HACKETT is the computer hardware and networking analyst for
Standard & Poor's Equity Research Department, a position she has held
since 1997. In this position, Ms. Graham-Hackett covers 30 companies
related to the computer hardware and data networking technology sectors.
Since joining Standard & Poor's in 1997, she has been interviewed and
quoted widely on her coverage of technology issues for S&P, including
appearances on CNBC, CNN, ABC and Nightly Business Report, and quoted in
The Wall Street Journal, Dow Jones Newswire and Bloomberg News. Prior to
S&P, she served as an aerospace industry analyst at Merrill Lynch & Co.
from 1994 to 1997. She started her Wall Street career in 1990, when she
served as an aerospace industry analyst at Prudential Securities, Inc.
She holds a Bachelor of Arts degree in Economics from Mount Holyoke
College, and was credited with an honorable mention for her achievements
in the final examinations for Economics majors. In addition, she has
completed subsequent course work in Accounting, Financial Statement
Analysis and Equity Valuation from a variety of institutions, including
study for the Chartered Financial Analyst certificate program, for which
she has successfully passed Level One. She also has Series 7, Series 16
and Series 63 licenses. Profile
computer hardware sector and how the companies you look at have done
over the last year.
Ms. Graham-Hackett: At Standard
