Technology >> Sector Roundtables >> August 21, 2000
JAMES J. KUMPEL is a Health Care Services Analyst focusing on growth
companies in the e-health/healthcare information technology industry, as
well as assisted living and long-term care. He has been with Raymond
James & Associates, Inc. since 1997 and his work on dynamics of the e-
health industry, quality of earnings and valuation issues has been
widely recognized. In addition, Mr. Kumpel is the author of a landmark
healthcare Internet white paper that outlines the opportunities and
pitfalls in the industry. Previously, he was associated with Morgan
Stanley in Japan and IBM Asia Pacific. Mr. Kumpel graduated with an MBA
from Duke University's Fuqua School of Business and holds a Bachelor's
degree from Cornell University. Profile
CAREN TAYLOR is a Vice President and Senior Research Analyst at
E*OFFERING in San Francisco. She was formerly associated with Robertson
Stephens & Company and with Everen Securities. A graduate of the
University of Texas at Austin from which she received a BA in
Mathematics, Ms. Taylor holds an MBA from the University of Chicago. She
is a Chartered Financial Analyst, a member of the AIMR and a member of
the San Francisco Society of Security Analysts. Profile
BENJAMIN M.W. ROOKS is an Executive Director and Senior Analyst at CIBC
World Markets, where his coverage universe includes e-health information
systems and pharmacy benefits management. He joined the firm in
September 1997, after two years as a Senior Analyst at Vector Securities
International, Inc. Previously, Mr. Rooks was an Associate Analyst at
Adams, Harkness and Hill, Inc. He has spoken at numerous e-health
conferences, appearing on CNN Financial News, has been a guest lecturer
at the Wharton School and is frequently quoted in national publications.
Prior to his Wall Street career, Mr. Rooks worked in managed care and
healthcare consulting. He earned his MBA in Healthcare from the Wharton
School at the University of Pennsylvania and his BA in Psychology from
Brandeis University. Profile
TWST: Caren, will you begin by telling us about the approach that youtake to e-health, or if you prefer, to healthcare Internet and to
healthcare information technology?
Ms. Taylor: