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, 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

applications software