Technology >> Sector Roundtables >> August 27, 2001
ROBERT B. AUSTRIAN is a Managing Director and Senior Research Analyst in
the Technology Group at Banc of America Securities LLC. He focuses on
enterprise application software companies. Prior to joining Banc of
America, Mr. Austrian was a Software Analyst and Technology Strategist
at Morgan Stanley where he invented the Morgan Stanley 'Tech-35'
Technology Index. He was also associated with Lehman Brothers and
Neuberger Berman. Mr. Austrian was recently named the First Place Stock
Picker for the software sector in The Wall Street Journal's 2001 Analyst
Survey. He earned an MBA in Finance from the Stern School of Business at
New York University and a BS in Economics from Colgate University. Profile
CHRISTOPHER SHILAKES, a First Vice President at Merrill Lynch & Co., has
been a member of the Securities Research Division since October 1993.
Prior to joining Merrill Lynch, he was an Investor Relations Director at
Oracle Corporation, a leading relational database software and services
vendor. 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 All America Research
Team in the Server Enterprise Software category from 1997-2000 by
Institutional Investor Magazine. He earned a BA in Economics from
Princeton University. 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
document and database management area at the moment?
Mr. Austrian: Well, I would start off by saying that this category
