Technology >> Sector Roundtables >> September 9, 2002
SARAH E. MATTSON joined RBC Capital Markets as an Equity Research
Analyst in 1999. Her coverage focuses on enterprise software
companies. Previously, she was associated with Warburg Dillon
Read in San Francisco, Silicon Graphics Inc. in Mountain View,
California, Allianz Versicherungs-AG in Munich, Germany, and
Delima Associates in San Rafael, California. She holds a
Bachelor's degree in Industrial and Systems Engineering from the
Georgia Institute of Technology and an MBA from the University of
California at Berkeley. Profile
C. GREGG SPEICHER, CFA, joined Stifel, Nicolaus & Company in
November 2000 as Vice President of Research. He specializes in
the analysis of companies in the enterprise software sector,
including supply chain and integration software vendors. Prior to
joining the firm, he performed equity research at Hoak Breedlove
Wesneski & Co. He holds a BS in Management from the Georgia
Institute of Technology. Profile
software?
Ms. Mattson: We think of enterprise software as falling into a
few buckets: applications, infrastructure software, and
