Technology >> Sector Roundtables >> February 18, 2002

Roundtable Forum: Computer Software

GEORGE GODFREY is a Director and Senior Equity Research Analyst covering the enterprise software sector at ABN AMRO Securities, LLC, an international corporate and investment bank which is part of ABN AMRO, one of the largest financial services firms in the world. Mr. Godfrey joined ING Barings (now part of ABN) in October 1999 from Raymond James Financial, where he initiated the firm's equity coverage of the emerging server and enterprise software industry, including application integration, e-commerce and Internet software companies. Mr. Godfrey was previously a founding member of Rodman & Renshaw's data networking and technology research group, initiating coverage of the data networking and telecommunications industry. Prior to that, he was an analyst at Dean Witter Reynolds, covering the PC software, enterprise software, and computer information services industries. Mr. Godfrey received his MBA in Finance and Corporate Accounting from the William E. Simon Graduate School of Business Administration, University of Rochester, and his BS in Electrical Engineering from the University of Massachusetts. Profile
CHRISTOPHER C. SHILAKES, First Vice President, has been a member of the Securities Research Division of Merrill Lynch since October 1993. Prior to joining Merrill Lynch, Mr. Shilakes was Investor Relations Director at Oracle Corporation, a leading relational database software and services vendor, from April 1992 to September 1993. Before that, he was a Senior Research Analyst with Alex. Brown & Sons for four years, covering the systems software and relational database industries. Mr. Shilakes was named to the Institutional Investor magazine 1997, 1998, 1999, 2000, and 2001 All-America Research Teams in the Server and Enterprise Software category, and Institutional Investor magazine 2001 Global Research Team. He earned a BA in Economics from Princeton University. Profile
TWST: George, would you begin by telling us what you focus on in the

computer software industry?

Mr. Godfrey: Our focus is on the enterprise software applications used

by Global 2000