Technology >> Sector Roundtables >> July 14, 2003
RICHARD DAVIS JR., CFA, tracks enterprise software firms for Needham &
Company, where he is a Managing Director. He has followed companies for
19 years, including contract manufacturing and semiconductor chipset
firms. His previous affiliations include Wessels, Arnold & Henderson,
where he was the fifth analyst and 20th employee at that technology
boutique; and Rauscher Pierce, where he helped build a telecom practice
for that firm's capital markets effort. (both firms have merged several
times since then, recently forming Royal Bank of Canada Dain Rauscher
Wessels.) He received his undergraduate degree from Davidson College and
an MBA in Finance from Vanderbilt University. Mr. Davis is married and
lives in Wellesley, Massachusetts. He allocates his free time between
his two children's plentiful extracurricular activities. Profile
JASON R. KRAFT joined A.G. Edwards in 1998. Mr. Kraft received a BBA in
Finance and Management Information Systems from the University of
Oklahoma. His current research coverage includes enterprise software
companies. Profile
IMRAN KHAN covers the enterprise application software and Internet
technology sector for Fulcrum Global Partners. His areas of focus
include business analytics, enterprise and Websearch, and online
advertising. Prior to joining Fulcrum, Mr. Kahn was an investment banker
with ING Barings. He also worked in the finance department of the
startup satellite broadband company WildBlue. Profile
BRENDAN BARNICLE is Principal and Senior Research Analyst of Pacific
Crest Securities' Enterprise Application Software Practice. His team
focuses on understanding the dynamics and key drivers of companies
providing enterprise applications, with a particular emphasis on
collaboration analytics and supply chain management. Prior to joining
Pacific Crest, he founded the Internet services company MyLackey.com,
where he served as Chairman and Chief Financial Officer. He also served
as Director of Business Development at eCharge Corporation, an Internet
payment solution. He was ranked in the top 10 of Institutional
Investor's 2002 All-American Research Team in the applications software
sector. He also frequently appears on CNBC and is quoted in financial
and trade publications such as The Wall Street Journal and Business 2.0.
He graduated cum laude with a BA in Government from Harvard University
and a JD from University of Washington. Profile
still the right categorization for what we are talking about?
Mr. Barnicle: Yes, I think it is. We recently changed our
