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Four analysts and top management from sixty-one sector firms examine the Roth Capital Partners 14th Annual Growth Stock Conference in this special 222-page issue from The Wall Street Transcript, available at (212/952-7433) or http://www.twst.com/info/info493.htm

TWST: Within the wireless and software area, where are you focused?

Mr. Campbell: My current coverage focuses on Borland (Nasdaq:BORL), Mechanical Dynamics (Nasdaq:MDII), Proxim (Nasdaq:PROX) and Microvision (Nasdaq:MVIS). Roth, because of its location and its traditional power base serving small, rapidly growing companies, is well positioned to cover wireless software and hardware businesses, from San Diego to Seattle. One of my strategic aims is to focus on the small cap or micro-cap growth area in software. One of the largest opportunities in software springs from the Sorrento Valley area of San Diego, where myriad companies are working on new software and services designed for this year’s rollout of 2.5G and 3G wireless data services. New services include e-mail, rich media services, such as video over a cellphone platform, and enterprise extensions or application extensions that extend corporate information for retrieval on your cell phone. For example, a salesman might be able to retrieve customer-related data in the field, or a repair technician could access technical data on a product during a repair call. Many applications that are currently chained to a PC-based wired LAN will be delivered through data services on a 2.5G or 3G wireless platform. So the very first area that we’re focusing on is wireless software opportunities. Many of these opportunities are private companies and not in the marketplace right now. In a public context, we are focused on computer-aided engineering software and also specialty application software — segments that are benefiting from strong underling growth trends in the software sector. The growing trends in software are storage software, application software and tools for developing software. Borland is well positioned to benefit from long-term trends that evolved out of the Internet revolution.

As for Microvision, looking at the handsets or wireless phones of the future, there is going to be a need for a better display on the handset. One way of going at it would be to use a larger display, so that you could get more information on the display. Another way of going at it would be to have it as a near-to-the-eye display, which would give you a virtual image. That virtual image could be as large as, say, a 52-inch television set, or maybe just replicate a standard 17-inch monitor. One of the interesting things about Microvision is that they have something called RSD technology, or Retinal Scanning Device technology. Microvision’s hallmark is that they’ve designed a system that uses light from either LEDs, or laser outputs, to paint an image on the back of an eyeball. The mechanics of the system are pretty straightforward. A red, green or blue laser or LED diode is directed by a moving mirror to continuously paint a series of lines on the back of the eyeball. These images are rapidly scanned, 20 times a second, on the back of the eyeball to create a moving image. This is analogous to a movie theatre, where the laser/LEDs are the movie projector and the screen is the retina. It’s completely safe, but the fascinating part about it is it’s a heads-up display that’s completely see-through and it has better resolution and better visual characteristics than a standard display. It is currently being used by the US military in head-mounted displays for pilots and it’s also being used in high-end medical equipment for microsurgery and surgical placement of orthodics. It’s a high-end visioning system. An additional benefit of Microvision is that they have created a unique scanning engine that, when compared to a CCD, which is the typical technology used for a mid-range scanning device, is potentially higher resolution and lower cost. We are very impressed with their scanning technology and they will be introducing their first scanning product some time in the upcoming quarter.

This special conference issue includes:

1) Outlook for Biotechnology - In an in-depth (3,100 words) Analyst Interview, Fariba F. Ghodsian, Managing Director and Director of Healthcare Research at Roth Capital Partners, examines the outlook for the sector and shares specific stock recommendations.

2) Outlook for Consumer Stocks - In an in-depth (2,900 words) Analyst Interview, Anton Brenner, Senior Vice President of Research at Roth Capital Partners, examines the outlook for the sector and shares specific stock recommendations.

3) Wireless Technology & Software - In an in-depth (2,200 words) Analyst Interview, Daniel B. Campbell II, Senior Vice President of Research at Roth Capital Partners, examines the outlook for the sector and shares specific stock recommendations.

4) Optical Networking & Optical Components - In an in-depth (3,100 words) Analyst Interview, David Kang, Research Analyst covering fiber optic communications groups at Roth Capital Partners, examines the outlook for the sector and shares specific stock recommendations.

5) CEO interviews (average 2,500 words). Top management of sixty-one sector firms examine the outlook for their firm and the sector.