Technology >> Analyst Interviews >> July 3, 2000
HOWARD SMITH is a Managing Director at First Analysis, coordinating
investment and research in selected areas of information technology.
Before joining First Analysis in 1994, he was a senior tax consultant
with Arthur Andersen & Co. He earned an MBA from the University of
Chicago and a Bachelor's degree in Accounting from the University of
Illinois at Urbana-Champaign. He is a Certified Public Accountant. Profile
CRAIG NANKERVIS is an Equity Research Analyst covering network security
at First Analysis, which he joined in 1997. Prior to that, he was
Assistant Editor of Better Investing magazine Association of Investors
Corp.) and earlier worked as a freelance financial writer. He received
an MBA from Wayne State University and a BA from Michigan State
University. Profile
TWST: First Analysis has always been involved with innovative technologycompanies in emerging growth areas. Would you explain how the Internet
security sector evolved and how it's positioned in