Technology >> Sector Roundtables >> January 12, 2009
Pablo Perez-Fernandez has led the wireless research practice at Global Crown
Capital, LLC, since April 2007. He comes to Global Crown Capital from the G2
Group/Sagio Investments, where he was Director of Research and the head of Risk
Management. In addition, he acted as the co-CEO of Detto Technologies, a
software company controlled by the G2 Group. During his tenure as Detto's co-
CEO, the firm completed three M&A transactions, completely changed its business
strategy and was awarded the largest contract in its history. Prior to the G2
Group/Sagio Investments, he was the Senior Wireless Analyst at the Stanford
Group and ThinkEquity Partners, where he developed a faithful institutional
following for his detailed, value-added research on the wireless industry. He
started his Wall Street career as an associate in the number one ranked telecom
equipment team at Sanford Bernstein. Prior to Bernstein, he was a Strategy
Consultant to Fortune 500 companies at the Mitchell Madison Group. He started
his professional career at the Raytheon Systems Company as a Senior Radar
Engineer working on internal research projects on space time adaptive processing
and advanced signal processing algorithms. He holds a Bachelor's degree in Pure
Mathematics from Yale University and a PhD in Applied Mathematics from the
University of California in Los Angeles. Profile
Mark McKechnie joined American Technology Research in May 2007 to cover the
telecom equipment sector. He has over 20 years of experience in the technology
industry and on Wall Street. He spent the past two years running Twin Peaks
Capital, LLC, a fund focused on hyper-growth companies with an emphasis on
technology. This followed seven years as the Wireless Equipment Analyst at
Montgomery Securities (now BofA) before, during and after the late 1990s tech
bubble. He started his career in the late 1980s as a cell phone designer on
Motorola's first flip phone, the MicroTAC, and then spent four years at Intel
during the early/mid-1990s as a product manager in the desktop and notebook
processor groups. He graduated from Purdue University with a BS degree in
Computer and Electrical Engineering and later earned his MBA degree at the
Kellogg Graduate School of Management at Northwestern. Profile
Eric Kainer joined ThinkEquity in 2006, and is a Principal in Research focusing
on networking and communications. He came to ThinkEquity from Needham & Company,
where he covered communications companies. Prior to Needham, he advised
entrepreneurial companies on strategy and finance. Before that he served as a
senior manager at AT&T (later Lucent) in a number of international sales,
business development, and marketing roles. The initial stages of his career were
spent in software R&D and computer sales with the former Data General (now part
of EMC), and as a market analyst at IDC. He earned his MBA degree from Wharton,
and his BSE degree in Computer Science and Engineering from the University of
Connecticut. Profile
TWST: Eric, here we've gone from a pretty good economy at the early part of 2008 to a pretty bad one at the end of 2008. What has that done for the telecom
equipment business so far?
Mr.