Technology >> Sector Roundtables >> June 21, 2004
Trip Chowdhry is the Co-Founder of Global Equities Research, LLC. He brings more than three years of sell-side analyst experience from FTN Midwest Securities, where he was the Lead Analyst covering the IT sector. Mr. Chowdhry also brings more than 16 years of industry experience, having worked for Microsoft, CommerceNet, Sybase, Oracle and Amdahl (Fujitsu). His industry experience includes various positions, such as Business Development Manager, Product Manager, Chief Architect and Software Developer. He is widely quoted in the leading media, including The Wall Street Journal, Investor Business Daily, Barron's, CNN Money, Reuters, the Associated Press, SmartMoney, TheStreet.com, Forbes and BusinessWeek. He has also made occasional TV appearances at CNBC, Bloomberg TV and NDTV, a leading news channel in India. Mr. Chowdhry has an MBA from the Kellogg School of Management at Northwestern University, where he was on the dean's list, and an M.S. in computer science from the University of Southern California. Profile
PHILIP RUEPPEL is a Partner in the Investment Research Group of
America's Growth Capital, focused on the software sector. Prior to
joining the company, Mr. Rueppel was a Principal at T.A. Associates
where he focused on Internet infrastructure investments, including
storage, content management and systems management. Previously, he was a
Managing Director and Senior Computer Systems Analyst covering the
Internet infrastructure and computer systems sectors at Deutsche Banc
Alex. Brown. In addition, he was a Senior Analyst covering computer
systems companies at Sanford C. Bernstein & Co., Inc., and was an
Engineering and Marketing Manager at Hewlett-Packard. Mr. Rueppel has an
MBA from Harvard University and a BS in Electrical Engineering from Yale
University. He has completed both his Series 7 and 63. Profile
GARY ABBOTT joined the Merriman Curhan Ford & Co. team in June 2002 as a
Managing Director covering the enterprise software industry. Prior to
MCF, he was with H.C. Wainwright in Boston where he was responsible for
the firm's research efforts in enterprise software, Internet
infrastructure and IT services. He was formerly a Managing Director and
the Director of Equity Research at Punk, Ziegel & Company, a New York-
based investment bank. Mr. Abbott is also a well-regarded institutional
equity analyst. His research is widely quoted in the trade press and
other media. He has worked with numerous industry executives over the
past 10 years, giving him recognition as a leading analyst in his field.
Mr. Abbott holds a Master of Business Administration degree from the
Ohio State University and a Bachelor of Science degree in Business
Administration from the University of Arizona. Profile
TWST: Gary, could you give us a quick overview of Merriman Curhan, aswell as your coverage universe?
Mr. Abbott: I cover enterprise software, primarily infrastructure, but
also a few