Technology >> Sector Roundtables >> January 10, 2000

Roundtable Forum: Communications Equipment

LUKE SZYMCZAK is a First Vice President in the Equity Research Department of Prudential Securities, covering the telecommunications equipment and data networking industry. Previously, he worked as an Associate with Schooner Capital and as an Engineer with International Business Machines Corporation. Mr. Szymczak earned his Bachelor's degree in Electrical Engineering from Rutgers University and his M.B.A. from Harvard Business School. 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
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: I would like to begin by asking each of you to tell us about the

approach you take to the communications equipment industry. Which

sectors of the industry do you look at most closely, and is