Technology >> Sector Roundtables >> December 28, 1998
JAMES D. POYNER is a Managing Director of Computing/Storage Networking
at C.E. Unterberg, Towbin. He was previously associated with CIBC
Oppenheimer. Prior to that he was associated with Rauscher Pierce
Refsnes, Inc., and prior to that with William K. Woodruff & Co. Mr.
Poyner received a BA in Journalism, Magna Cum Laude from the University
of North Texas. He is a four-time member of Wall Street Journal All-Star
Team for stockpicking in personal computers; No. 1 stock picker for all
categories in 1997. Profile
DANIEL KUNSTLER is a Managing Director at J.P. Morgan. He received a
degree in economics as well as a degree in musicology from the
University of Brussels, Belgium. Mr. Kunstler is married, has two
children, and includes music, contemporary literature, public affairs,
skiing, and biking among his personal interests. Profile
TWST: Will you set the parameters for today's discussion on computerhardware? What's the size of the marketplace, what kind of revenues does
it produce?
Mr. Poyner: I concentrate primarily