Technology >> Sector Roundtables >> June 7, 2004
SETH POTTER is a wireless com-munications analyst at Punk Ziegel &
Company. Prior to this, Mr. Potter was the CFO/Founder of 3G Solutions,
Inc., a national rooftop antenna site management company. Before joining
3G Solutions, he was a Senior Vice President of Ryan Beck & Co., where
he helped the firm build a middle market presence in the wireless
telecommunications and technology sectors. He was also Managing Director
of Research for a member NYSE investment firm where he built and
maintained the research efforts for the firm's institutional and retail
clients. Mr. Potter started his career with the Chase Manhattan Bank,
where he was a credit analyst. In 1988, Mr. Potter earned a Bachelor of
Administration degree in Economics from Brandeis University. Profile
KENNETH M. LEON joined Standard & Poor's U.S. Equity Research Services
in March 2003. He is a Director of Standard & Poor's Telecommunications
Group. He also follows the wireless services and telecom equipment
industries where he has spent over 20 years covering the broad
telecommunications services and equipment sectors. Prior to joining
Standard & Poor's, he was a Global Sector Head of Telecommunications and
a Senior Equities Analyst at ABN AMRO for the last six years. Most of
his 20-year research experience was at Bear Stearns and Lehman Brothers.
He was recognized as a three time, Institutional Investor magazine All
Star Analyst in Wireless, and a four time Wall Street All Star. Mr. Leon
is a CPA and holds a BS and MBA from New York University. Profile
ALLEN NOGEE is a Principal Analyst at In-Stat/MDR for the Wireless
Component Technology Service and is responsible for identifying and
tracking hardware and semiconductor content in wireless communications
equipment and forecasting future demand. Mr. Nogee has more than 20
years of experience in the electronics industry in hardware and software
development. Before joining In-Stat/MDR, he was a Product Development
Manager at Syntellect, Inc., and has held design-engineering positions
at MCI, GTE and GE. Mr. Nogee holds a BET in Electrical Engineering from
Rochester Institute of Technology and an MBA from Arizona State
University. Profile
TWST: Ken, can you start with a quick overview of what you're coveringin this wireless telecom space?
Mr. Leon: Defining the context of the wireless market, at Standard &
Poor's we cover