Technology >> Sector Roundtables >> June 14, 2004
PAUL BRADLEY is Director of Research at Fraser Mackenzie Limited and an
Analyst covering the technology sector. He has a degree in Engineering
Science from the University of Edinburgh and an MBA from the Joseph L.
Rotman School of Management at the University of Toronto, where he
specialized in Corporate Finance. He has worked in manufacturing for
Nortel Networks, as an IT consultant for Deloitte Touche Tohmatsu, and
as an entrepreneur in the information technology sector. As a
consultant, he has performed strategic technology reviews, managed
development projects and assisted major organizations implement mission
critical systems. For the past six years he has provided equity research
coverage of the software and IT services sector and was ranked first on
quality of research by Brendan Woods in 2003. Profile
MIKE ABRAMSKY is a Director and equity analyst at RBC Capital Markets
covering companies in the Canadian and US software and wireless
technology sectors. He was ranked number one in the 2005 Greenwich
survey, number two in software in the 2004 Brendan Wood survey, and is
recognized by investors for his insights on RIM, Open Text and Cognos.
He has over 20 years of experience in the information technology
industry in the US and Canada. He was formerly President of Rogers New
Media and General Manager of @Home Canada, and prior to that he was Vice
President of Products and Marketing at PC software maker Delrina Corp.
He also held senior positions at Interleaf Inc., Xerox Corp., Moore
Corporation, Baxter International and was also CEO of a venture-backed
e-commerce startup. He holds a BSc and MSc in Engineering from MIT and
an MBA from the Harvard Business School. Profile
JOHN HENDERSON is Director of Telecommunication Services and Cable
Research at Scotia Capital. As the wired world of cable crosses currents
with telcos and emerging wireless technology and new media, his
leadership of the company's telecommunications sector provides a unique
context for investors. In addition to valuation analysis, Mr. Henderson
organizes communications industry conferences and prepares company-
specific reports. He joined the company in 1995 after spending one year
as a technology analyst at a major Canadian investment dealer. Prior to
1994, he was a principal with a major Canadian consulting firm,
specializing in telecommunications and cable television. The Canadian
Radio-television and Telecommunications Commission has called him as an
expert witness on this subject. Mr. Henderson completed a degree in
systems design engineering at the University of Waterloo. He is also a
graduate of the MBA program at the University of Western Ontario. Profile
TWST: Mike, would you begin with an overview of what you're covering inthe tech sector?
Mr. Abramsky: I cover the software and wireless sector in Canada,
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