Technology >> Sector Roundtables >> April 17, 2000

Roundtable Forum: B2b E-commerce

STEVEN TUEN is Co-Manager of the Kinetics Internet Fund and Kinetics Emerging Growth Fund, part of a family of mutual funds focused on the Internet sector. Additionally, he is Director of Research of The IPO Value Monitor, conducting independent research on initial public offerings. A Chartered Financial Analyst, Mr. Tuen received his Bachelor's of Business Administration from The City University of New York - Baruch College. Profile
JAMES M. PICKREL is a Senior Analyst at JPMorgan H&Q, where he covers the e'Business software sector. Public companies currently under coverage include Oracle, Ariba, i2 Technologies, Siebel Systems and Extensity. In addition to his public company coverage, Mr. Pickrel has sponsored more than 15 venture investments by the Access Technology Fund. Prior to joining the firm, he spent more than 15 years in the technology industry, including time at Sybase and Motorola. He also served as a Founder and Principal with a specialty venture fund in Palo Alto, California. Mr. Pickrel received his Bachelor's degree from Princeton University and his MBA from the University of California at Berkeley. Profile
CHRIS ROWEN is a Research Analyst at SunTrust Robinson Humphrey, specializing in bank technology and supply chain software firms. He was recognized by Institutional Investor as a 'Home-Run Hitter' for his supply chain software stock selections in 2000. Prior to joining Robinson Humphrey in 1998, he was a management consultant for five years at High Performance Concepts and for four years at Coopers & Lybrand (now PwC). Mr. Rowen's consulting activities were spread fairly evenly among strategy, operations and information systems projects. His education includes a BS in Mechanical Engineering from North Carolina State and an MS in Mechanical Engineering at Georgia Tech. Mr. Rowen also studied marketing in the PhD program at Stanford University's Graduate School of Business. Profile
TWST: Jim, is there a time line that might be helpful to our

understanding of the way e-commerce has evolved, particularly B2B e-

commerce and the critical role it plays in business today?