Technology >> Sector Roundtables >> June 14, 2004

ROUNDTABLE FORUM: CANADIAN TECHNOLOGY

PAUL BRADLEY is Director of Research at Fraser Mackenzie Limited and an Analyst covering the technology sector. He has a degree in Engineering Science from the University of Edinburgh and an MBA from the Joseph L. Rotman School of Management at the University of Toronto, where he specialized in Corporate Finance. He has worked in manufacturing for Nortel Networks, as an IT consultant for Deloitte Touche Tohmatsu, and as an entrepreneur in the information technology sector. As a consultant, he has performed strategic technology reviews, managed development projects and assisted major organizations implement mission critical systems. For the past six years he has provided equity research coverage of the software and IT services sector and was ranked first on quality of research by Brendan Woods in 2003. Profile
MIKE ABRAMSKY is a Director and equity analyst at RBC Capital Markets covering companies in the Canadian and US software and wireless technology sectors. He was ranked number one in the 2005 Greenwich survey, number two in software in the 2004 Brendan Wood survey, and is recognized by investors for his insights on RIM, Open Text and Cognos. He has over 20 years of experience in the information technology industry in the US and Canada. He was formerly President of Rogers New Media and General Manager of @Home Canada, and prior to that he was Vice President of Products and Marketing at PC software maker Delrina Corp. He also held senior positions at Interleaf Inc., Xerox Corp., Moore Corporation, Baxter International and was also CEO of a venture-backed e-commerce startup. He holds a BSc and MSc in Engineering from MIT and an MBA from the Harvard Business School. Profile
JOHN HENDERSON is Director of Telecommunication Services and Cable Research at Scotia Capital. As the wired world of cable crosses currents with telcos and emerging wireless technology and new media, his leadership of the company's telecommunications sector provides a unique context for investors. In addition to valuation analysis, Mr. Henderson organizes communications industry conferences and prepares company- specific reports. He joined the company in 1995 after spending one year as a technology analyst at a major Canadian investment dealer. Prior to 1994, he was a principal with a major Canadian consulting firm, specializing in telecommunications and cable television. The Canadian Radio-television and Telecommunications Commission has called him as an expert witness on this subject. Mr. Henderson completed a degree in systems design engineering at the University of Waterloo. He is also a graduate of the MBA program at the University of Western Ontario. Profile
TWST: Mike, would you begin with an overview of what you're covering in

the tech sector?

Mr. Abramsky: I cover the software and wireless sector in Canada,

selected names, which include mostly