Technology >> Sector Roundtables >> March 27, 2000
MARK SUE has been providing his insights on the communications
technology sector for almost 10 years. At RBC Capital Markets, Mr. Sue
focuses on research analysis of telecom equipment and data networking
companies. He has worked at large and small firms such as Lehman
Brothers, Goldman Sachs and C.E. Unterberg, Towbin. Mr. Sue has
published numerous insightful research reports covering specific sectors
of the communications landscape. He spends much of his time with
emerging technologies and explaining changes in demand trends. Mr. Sue
has been featured in the financial press, including The Wall Street
Transcript, Bloomberg News, the Wall Street Journal, CNBC, and others.
He has also gained distinction as an 'up and comer' in the Institutional
Investor magazine polls. Mr. Sue was recently recognized as The Wall
Street Journal's 2004 top stock picker in computers. He received a BS in
Engineering from Boston University and an MAS from Embry-Riddle
University. Profile
GEORGE J. KELLY is a Managing Director with Morgan Stanley Dean Witter.
He holds a Bachelor's degree in Industrial Engineering from the New
Jersey Institute of Technology. Mr. Kelly was previously associated with
IBM and AT&T. Profile
Erik Suppiger is Managing Director and a senior research analyst focusing on
internet infrastructure, information security, and data services at Signall Hill
Capital Group, LLC. He has more than 17 years' experience in financial services
and more than a dozen in networking and security research. In the communications
equipment sector, he has been the top performer several times in the monthly
StarMine analysts awards and he was second in the Forbes 2005 Best Analysts
rankings. Prior to joining Signal Hill, he was a Managing Director at Pacific
Growth Equities where he was a senior research analyst and later he pioneered
alternative forms of analytical services. Before joining Pacific Growth, he
covered networking as a Senior Research Analyst at JP Morgan H&Q. Previously, he
held research associate positions at Deutsche Banks DMG Technology Group and at
Hambrecht and Quist. He earned a BS BA with concentrations in Accounting and
Finance from Boston University. He also holds a certificate in Personal
Financial Planning from the New England Banking Institute. Profile
CHRISTOPHER STIX is a Principal at Morgan Stanley Dean Witter. Prior to
this, he was a Managing Director with SG Cowen Securities. He was also
associated with RentGrow, Inc. as a President. Mr. Stix earned his
Bachelor's degree from the University of Wisconsin and an MBA with High
Distinction from Harvard Graduate School of Business Administration. Profile
TWST: Is there a time line that might be helpful to our understanding ofthe way the networking sector has evolved, and the critical role it
plays in our lives today?
Mr. Kelly: That's a