Technology >> Sector Roundtables >> August 9, 2004
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
ANDREW SCHROEPFER founded Tier 1 Research in August 2000 after four
years on Wall Street. Most recently, Mr. Schroepfer was a Vice President
and Senior Equity Analyst with Goldman Sachs, covering the Internet
infrastructure services sector. Prior to Goldman Sachs, he was with U.S.
Bancorp Piper Jaffray where he covered communication service providers
as a Vice President and Senior Equity Analyst. Mr. Schroepfer is an
honors graduate of St. John's University, having earned a BA in
Economics and Accounting. He has been quoted in numerous worldwide
publications such as The Wall Street Journal, The New York Times, Red
Herring, USA Today, Washington Post, Business2.0, CFO Magazine and
Interactive Week. Mr. Schroepfer has been interviewed on such television
and cable programs as CNBC, CNNfn, the Nightly Business Report and
various ABC-affiliate programs. He has also provided expert witness
testimony on data center issues. Profile
on from a business perspective so far this year?
Mr. Bare: There has been some recovery in IT spending on servers
