Technology >> Sector Roundtables >> May 23, 2005
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
DAVID A. SHORE is a Software/IT Services Research Analyst at Desjardins
Securities, which he joined in April 2002. Prior to joining First
Marathon's equity research team in 1997, he spent three years at
Celestica. He then joined CIBC World Markets in 2000 where he was ranked
number one (team) in the 2000 Greenwich survey (software) and number two
(team) in the 2000 Reuters survey (software). He was also individually
ranked number nine as a Top Gun Analyst (technology ' software,
hardware, wireless) in the 2000 Brendan Wood survey. He was also
recently ranked the number three Stock Picker (software) in the 2003
Starmine/FP survey. He holds a BA (specialized honors) and an MBA from
York University. He was awarded his CFA designation in 1997. Profile
TWST: Mike, what's going on in the software market in Canada these days?Mr. Abramsky: Technology, as you know, is borderless, so anything that
is impacting Canadian software companies tends