Technology >> Sector Roundtables >> May 23, 2005


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
DAVID A. SHORE is a Software/IT Services Research Analyst at Desjardins Securities, which he joined in April 2002. Prior to joining First Marathon's equity research team in 1997, he spent three years at Celestica. He then joined CIBC World Markets in 2000 where he was ranked number one (team) in the 2000 Greenwich survey (software) and number two (team) in the 2000 Reuters survey (software). He was also individually ranked number nine as a Top Gun Analyst (technology ' software, hardware, wireless) in the 2000 Brendan Wood survey. He was also recently ranked the number three Stock Picker (software) in the 2003 Starmine/FP survey. He holds a BA (specialized honors) and an MBA from York University. He was awarded his CFA designation in 1997. Profile
TWST: Mike, what's going on in the software market in Canada these days?

Mr. Abramsky: Technology, as you know, is borderless, so anything that

is impacting Canadian software companies tends