Technology >> Sector Roundtables >> January 5, 2004
Roundtable Forum: Computer Software
CHENG LIM covers the infrastructure software sector for Fulcrum Global
Partners LLC. Prior to joining Fulcrum, he followed Internet
infrastructure and application software companies at Goldman Sachs.
Earlier, at Deutsche Bank, he worked in the risk management division,
reporting daily risk exposure to management. Before Wall Street, Mr. Lim
was a Signals Specialist in the military, where he deployed fixed line
and wireless communications for an infantry battalion of 1,500 soldiers.
After serving in the military, Mr. Lim attended the University of
Massachusetts at Amherst, earning a BBA in Finance.
TODD C. WELLER has responsibility at Legg Mason Wood Walker for research
coverage of companies in the infrastructure software sector. Prior to
joining Legg Mason in August 1998, he was an associate analyst at
Prudential Securities following companies in the Internet and electronic
commerce sector. From June 1996 to August 1997, Mr. Weller was a
Research Assistant at Alex. Brown & Sons. Mr. Weller received an MBA
from the University of Maryland at College Park and a BA in economics
with certificates in finance and management science from the University
of Maryland, Baltimore County. He is a CFA charter holder Profile
BRENDAN BARNICLE is Principal and Senior Research Analyst of Pacific
Crest Securities' Enterprise Application Software Practice. His team
focuses on understanding the dynamics and key drivers of companies
providing enterprise applications, with a particular emphasis on
collaboration analytics and supply chain management. Prior to joining
Pacific Crest, he founded the Internet services company MyLackey.com,
where he served as Chairman and Chief Financial Officer. He also served
as Director of Business Development at eCharge Corporation, an Internet
payment solution. He was ranked in the top 10 of Institutional
Investor's 2002 All-American Research Team in the applications software
sector. He also frequently appears on CNBC and is quoted in financial
and trade publications such as The Wall Street Journal and Business 2.0.
He graduated cum laude with a BA in Government from Harvard University
and a JD from University of Washington. Profile
TWST: Brendan, would you give us a quick overview of what your coverage
is in this software space?
Mr. Barnicle: I cover primarily large cap enterprise infrastructure and