Technology >> Sector Roundtables >> April 17, 2000
STEVEN TUEN is Co-Manager of the Kinetics Internet Fund and Kinetics
Emerging Growth Fund, part of a family of mutual funds focused on the
Internet sector. Additionally, he is Director of Research of The IPO
Value Monitor, conducting independent research on initial public
offerings. A Chartered Financial Analyst, Mr. Tuen received his
Bachelor's of Business Administration from The City University of New
York - Baruch College. Profile
JAMES M. PICKREL is a Senior Analyst at JPMorgan H&Q, where he covers
the e'Business software sector. Public companies currently under
coverage include Oracle, Ariba, i2 Technologies, Siebel Systems and
Extensity. In addition to his public company coverage, Mr. Pickrel has
sponsored more than 15 venture investments by the Access Technology
Fund. Prior to joining the firm, he spent more than 15 years in the
technology industry, including time at Sybase and Motorola. He also
served as a Founder and Principal with a specialty venture fund in Palo
Alto, California. Mr. Pickrel received his Bachelor's degree from
Princeton University and his MBA from the University of California at
Berkeley. Profile
CHRIS ROWEN is a Research Analyst at SunTrust Robinson Humphrey,
specializing in bank technology and supply chain software firms. He was
recognized by Institutional Investor as a 'Home-Run Hitter' for his
supply chain software stock selections in 2000. Prior to joining
Robinson Humphrey in 1998, he was a management consultant for five years
at High Performance Concepts and for four years at Coopers & Lybrand
(now PwC). Mr. Rowen's consulting activities were spread fairly evenly
among strategy, operations and information systems projects. His
education includes a BS in Mechanical Engineering from North Carolina
State and an MS in Mechanical Engineering at Georgia Tech. Mr. Rowen
also studied marketing in the PhD program at Stanford University's
Graduate School of Business. Profile
TWST: Jim, is there a time line that might be helpful to ourunderstanding of the way e-commerce has evolved, particularly B2B e-
commerce and the critical role it plays in business today?
Mr.