Technology >> Sector Roundtables >> February 18, 2002
GEORGE GODFREY is a Director and Senior Equity Research Analyst covering
the enterprise software sector at ABN AMRO Securities, LLC, an
international corporate and investment bank which is part of ABN AMRO,
one of the largest financial services firms in the world. Mr. Godfrey
joined ING Barings (now part of ABN) in October 1999 from Raymond James
Financial, where he initiated the firm's equity coverage of the emerging
server and enterprise software industry, including application
integration, e-commerce and Internet software companies. Mr. Godfrey was
previously a founding member of Rodman & Renshaw's data networking and
technology research group, initiating coverage of the data networking
and telecommunications industry. Prior to that, he was an analyst at
Dean Witter Reynolds, covering the PC software, enterprise software, and
computer information services industries. Mr. Godfrey received his MBA
in Finance and Corporate Accounting from the William E. Simon Graduate
School of Business Administration, University of Rochester, and his BS
in Electrical Engineering from the University of Massachusetts. Profile
CHRISTOPHER C. SHILAKES, First Vice President, has been a member of the
Securities Research Division of Merrill Lynch since October 1993. Prior
to joining Merrill Lynch, Mr. Shilakes was Investor Relations Director
at Oracle Corporation, a leading relational database software and
services vendor, from April 1992 to September 1993. Before that, he was
a Senior Research Analyst with Alex. Brown & Sons for four years,
covering the systems software and relational database industries. Mr.
Shilakes was named to the Institutional Investor magazine 1997, 1998,
1999, 2000, and 2001 All-America Research Teams in the Server and
Enterprise Software category, and Institutional Investor magazine 2001
Global Research Team. He earned a BA in Economics from Princeton
University. Profile
TWST: George, would you begin by telling us what you focus on in thecomputer software industry?
Mr. Godfrey: Our focus is on the enterprise software applications used
by Global 2000