Technology >> Sector Roundtables >> December 11, 2000

Roundtable Forum: Communications Equipment

LAWRENCE M. HARRIS is a Vice President at Josephthal & Co., Inc., covering the telecommunications equipment industry. He was previously associated with Jackson Partners & Associates, Bear Stearns and Kemper Securities. Prior to that, he was associated with Arthur D. Little and Rockwell International. Mr. Harris received a BA from Lafayette College and an MBA from the University of Chicago. He is a member of the New York Society of Security Analysts and the Communication Technology Analysts Association. Profile
KENNETH M. LEON joined Standard & Poor's U.S. Equity Research Services in March 2003. He is a Director of Standard & Poor's Telecommunications Group. He also follows the wireless services and telecom equipment industries where he has spent over 20 years covering the broad telecommunications services and equipment sectors. Prior to joining Standard & Poor's, he was a Global Sector Head of Telecommunications and a Senior Equities Analyst at ABN AMRO for the last six years. Most of his 20-year research experience was at Bear Stearns and Lehman Brothers. He was recognized as a three time, Institutional Investor magazine All Star Analyst in Wireless, and a four time Wall Street All Star. Mr. Leon is a CPA and holds a BS and MBA from New York University. Profile
JAMES KEDERSHA, CFA, is a Managing Director of Equity Research at Adams Harkness & Hill for the firm's new Telecommunications Group. He was previously associated with SG Cowen in Boston where he led the firm's Telecommunications Equipment Practice for the past nine years. Mr. Kedersha is the Editor and Publisher of Speed of Light, a monthly optical networking journal. He received a BA from Lafayette College and an MBA from the University of Rochester. Mr. Kedersha is married and enjoys spending time with family and traveling. Profile
CHRISTIN T. ARMACOST is a Director at SG Cowen, covering the Data Networking Industry. She has followed the Data Networking industry for seven years. Ms. Armacost was previously associated with Tucker Anthony in Chicago. She received a BS in Management with a concentration in Finance and Computer Science from Purdue University. Profile
TWST: Christin, describe the broad communications equipment sector of

today and the sectors that you focus on most closely.

Ms. Armacost: We continue to look at the communications equipment