Technology >> Analyst Interviews >> January 3, 2003
RICHARD DAVIS JR., CFA, tracks enterprise software firms for Needham &
Company, where he is a Managing Director. He has followed companies for
19 years, including contract manufacturing and semiconductor chipset
firms. His previous affiliations include Wessels, Arnold & Henderson,
where he was the fifth analyst and 20th employee at that technology
boutique; and Rauscher Pierce, where he helped build a telecom practice
for that firm's capital markets effort. (both firms have merged several
times since then, recently forming Royal Bank of Canada Dain Rauscher
Wessels.) He received his undergraduate degree from Davidson College and
an MBA in Finance from Vanderbilt University. Mr. Davis is married and
lives in Wellesley, Massachusetts. He allocates his free time between
his two children's plentiful extracurricular activities. Profile
Mr. Davis: We cover 22 companies in the applications and security
space.
TWST: What has gone on in this space over the past
