Technology >> Sector Roundtables >> December 28, 1998

Roundtable Forum: Computer Hardware Industry

JAMES D. POYNER is a Managing Director of Computing/Storage Networking at C.E. Unterberg, Towbin. He was previously associated with CIBC Oppenheimer. Prior to that he was associated with Rauscher Pierce Refsnes, Inc., and prior to that with William K. Woodruff & Co. Mr. Poyner received a BA in Journalism, Magna Cum Laude from the University of North Texas. He is a four-time member of Wall Street Journal All-Star Team for stockpicking in personal computers; No. 1 stock picker for all categories in 1997. Profile
DANIEL KUNSTLER is a Managing Director at J.P. Morgan. He received a degree in economics as well as a degree in musicology from the University of Brussels, Belgium. Mr. Kunstler is married, has two children, and includes music, contemporary literature, public affairs, skiing, and biking among his personal interests. Profile
TWST: Will you set the parameters for today's discussion on computer

hardware? What's the size of the marketplace, what kind of revenues does

it produce?

Mr. Poyner: I concentrate primarily