Technology >> Analyst Interviews >> November 5, 2001

Outlook For Internet Security Stocks: Kevin Wagner – Adams, Harkness & Hill

KEVIN D. WAGNER, Vice President of Equity Research, leads Adams, Harkness & Hill's security infrastructure team, providing comprehensive coverage of 10 security vendors. Mr. Wagner joined the emerging growth investment bank in 1997 and since has focused on several software sub segments, including enterprise applications and performance management, security, and customer relationship management. During 1999, Mr. Wagner assumed responsibility for the emerging security infrastructure segment, growing the firm's security franchise to include perimeter defense, anti virus and content security, and trusted e-commerce. He has been cited in such publications as The New York Times, The Boston Globe, Forbes, Investor's Business Daily, among others. Mr. Wagner graduated with an MBA from the University of Wisconsin'Madison, an MA from the University of Iowa (where he completed significant doctoral work in industrial organization), and a BA from the Ohio State University. Profile
TWST: Would you explain how the Internet security sector has evolved?

Where is it positioned in the overall technology space today?

Mr. Wagner: We offer three points. First, Internet security