Technology >> Sector Roundtables >> April 21, 2003
WALTER J. WINNITZKI, an independent computer systems analyst, has
been a senior equity analyst following the computer systems
industry and the major companies in the sector for over 20 years.
He recently left a position at a leading institutional investment
firm and is currently working as an independent analyst while he
evaluates potential new opportunities to affiliate with another
investment firm. He has an extensive background as a computer
analyst on Wall Street covering a wide range of technology
related companies in various industry sectors, including PCs,
enterprise systems, distribution, software and peripherals. He
has been affiliated with a number of major investment firms in
his career, including most recently First Albany, where he was a
Managing Director and Senior Analyst covering the computer
systems and distributions sectors of the IT industry. Prior to
that, he was affiliated with J.P. Morgan, (and its predecessor
Hambrecht & Quist), Paine Webber and Dillon Read & Co. He has
received recognition in various surveys of analysts, including
The Wall Street Journal All-Star Analyst team. He is frequently
quoted in the press and has made numerous guest appearances on
television on such programs as: CNBC, CNN, Money Line, Bloomberg,
CNNfn, and Nightly Business Report. He received a BS from St.
Francis College and an MBA from Pace University. He is a
Chartered Financial Analyst (CFA) and a member of the New York
Society of Security Analysts. Profile
ERIC ROTHDEUTSCH, a Senior Analyst and Senior Vice President with
Friedman, Billings, Ramsey Group, Inc., draws upon his years of
experience and education in science, business and intellectual
property law to analyze the semiconductor companies. For more
than 13 years, he held sales positions with companies such as
Synopsys, Cypress Semiconductor and Analog Devices. He earned his
Bachelor of Science degree in Engineering Science from
Pennsylvania State University. He holds his MBA from Drexel
University. He also specialized in intellectual property law at
George Mason, where he received a JD degree. He comes to FBR from
Robertson Stephens, where he was a Managing Director in the
Semiconductor and Computer Hardware Equity Research Group. He
began his financial services career as a Vice President of Global
Securities and Economics with Merrill Lynch. Profile
Mr. Rothdeutsch: It would be everything from PCs to servers,
mainframes and storage, pretty much the whole gamut.
TWST:
