9.7.05: Kaufman Bros. 8th Annual Investor Conference Issue
7 analysts and top management from 43 firms examine various sectors with an emphasis on technology in this 165 page issue from The Wall Street Transcript.

  1. National & Homeland Security Technology: Michael French, Kaufman Bros.

  2. Communications Software: Peter Jacobson, Kaufman Bros.

  3. Enhanced Communication Providers: Ari Moses, Kaufman Bros.

  4. Enterprise Communications Equipment: Manuel Recarey, Kaufman Bros.

  5. Internet & Digital Media: Sameet Sinha, Kaufman Bros.

  6. Security Software Applications: Alan Weinfeld, Kaufman Bros.

  7. EMS & Embedded Systems: Brian White, Kaufman Bros.

  8. CEO Interviews (average 2,500 words): Top management from 43 sector firms examine the outlook for their firm and sector. Firms interviewed include: RCN Corp., Ace*Comm Corp., Aladdin Knowledge Systems, ARRIS Group, Avaya, AXS-One, Brightpoint, C-Cor, Did-it.com, ECI Telecom Ltd., Flextronics International, Floodgate Entertainment, Force 10 Networks, F5 Networks, GeoTrust, Gigabeam Corp., HouseValues, iBasis, ILD Telecommunications, InfoSonics Corp., InfoVista SA, Intervoice, Inter-Tel, Intrado, Lightbridge, Massive Incorporated, MicroMuse, MICROS Systems, Mobius Management Systems, Multi-Fineline Electronix, OPNET Technologies, Performance Technologies, Plantronics, RAE Systems, Raindance Communications, Sonus Networks, SRS Labs, SSA Global Technologies, Talk America Holdings, Time Warner Telecom, VASCO Data Security International, Wipro Limited and WorldGate Communications.

    Topics covered: Homeland security  - Pentagon resources  - IT spending  - Off-the-shelf tech products  - On-site software licensing  - CLECs  - Consumer demand in communications  - Cable TV  - VoIP  - Sarbanes-Oxley compliance  - Broadband penetration  - EMS and embedded systems industries 

    Companies covered: Ultralife Batteries (ULBI), RAE Systems (RAE), Amdocs (DOX), DST (DST), CSG Systems (CSGS), Convergys (CVG), Intervoice (INTV), Micromuse (MUSE), Lightbridge (LTBG), Covad Communications (DVW), Time Warner Telecom (TWTC), Cablevision (CVC), iBasis (IBAS), General Communication (GNCMA), F5 (FFIV), Packeteer (PKTR), Inter-Tel (INTL), Avaya (AV), Audible (ADBL), Yahoo! (YHOO), Google (GOOG), JAMDAT Mobile (JMDT), Marchex (MCHX), Entrust (ENTU), Tumbleweed's (TMWD), 3Com (COMS), Microsoft (MSFT), Nokia (NOK), Cisco Systems (CSCO), Jabil Circuit (JBL) and Nam Tai Electronics (NTE).
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