Technology >> Sector Roundtables >> May 12, 2003
SEAN JACKSON joined Avondale Partners as its first Equity Research
Analyst in July 2001. His responsibilities include providing investment
research in the Internet security and healthcare technology industries
and leading the direction of the technology research effort. Before
Avondale, he was Director, Equity Research at SunTrust Equitable
Securities, concentrating on Internet security. In January 2000, he
published the securities industry's first comprehensive research piece
on Internet security, a 128-page report entitled 'Making Sense of
Security.' In June 2001, he was recognized as a Wall Street Journal All-
Star Analyst for stock-picking in the Internet sector. This award was
preceded by his ranking from bulldogresearch.com in 2000 as the number
one ranked Internet software analyst based on price performance of buy
and strong buy recommendations. In 1999, he was the number one ranked
analyst at SunTrust Equitable Securities based on strong buy
recommendations. Prior to SunTrust Equitable, he worked for four years
as actuarial consultant for Thornthwaite & Co., and one summer as a
Research Analyst at Fidelity Investments. He earned an MBA from the
Kellogg Graduate School of Management at Northwestern University and a
BS in Engineering at Princeton University, where he was captain of the
varsity basketball team and Ivy League Player of the Year. Profile
MICHAEL R. ANDEREGG, CFA, is an Analyst at Moors & Cabot, which he
joined in January 2002. He has over 20 years of experience in the
financial analysis, management and investment fields. His background
includes assignments in a Fortune 500 treasury department, GE Capital
and First Asset Management, now part of US Bank. He also has held three
senior Investor Relations Officer positions in the software sector. He
holds a BA from Hamline University and an MBA from the University of
Minnesota Carlson School of Management. He is a member of AIMR as well
as both the San Francisco and Twin Cities Analyst Societies. He is also
a member of the Technical Securities Analysts Association of San
Francisco. His current research coverage includes network security and
storage software. 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
CRAIG NANKERVIS is an Equity Research Analyst covering network security
at First Analysis, which he joined in 1997. Prior to that, he was
Assistant Editor of Better Investing magazine Association of Investors
Corp.) and earlier worked as a freelance financial writer. He received
an MBA from Wayne State University and a BA from Michigan State
University. Profile
TWST: Mike, could you define your view of Internet security?Mr. Anderegg: We originally came at this from the perspective of e-
commerce security. We view security as an essential element,