Technology >> Sector Roundtables >> February 17, 2003

Roundtable Forum: E-commerce

Since April 2000, JEFFREY R. FIELER has served as a Managing Director and the Mobile and Consumer Internet Analyst in the equity research department at Bear, Stearns & Co. Previously, he held the positions of Assistant Vice President and Associate at Dresdner Kleinwort Benson, also in equity research, following the business-to-business e-commerce sector. Prior to that, Mr. Fieler spent a year working at KPMG doing consultative research for the asset management practice. From 1993 through 1997, he held various positions, including analyst for Pilatus Financial, a firm specializing in takeover arbitrage. He holds a BA in Economics from Brown University, an MBA from New York University and is a Chartered Financial Analyst. Profile
SHAWN MILNE is a Senior Analyst in consumer technology research at SoundView Technology Group. He has 11 years of Wall Street experience ' three years at SoundView, five years in research at Hambrecht & Quist and three years in sales and trading at Salomon Brothers. He received his BS in Finance from Colorado State University and an MBA from the Kenan-Flagler Business School at the University of North Carolina. Profile
KENT ALLEN, Research Director of Aberdeen Group, provides analysis and assessment of B2B and B2C Internet commerce and EDI solutions that support multichannel catalog, product content, and order management, as well as other marketing and sales processes. He also covers Internet advertising, e-marketing, and related digital direct marketing technologies. He worked previously as a market strategy consultant for San Francisco Bay area Internet technology companies. He also spent six years as a Senior Reporter for McGraw-Hill's Information Services, where he helped launch McGraw-Hill's pre-Internet foray into the electronic distribution of marketing data and architectural and construction contract information to a global audience. He has published works on Internet marketing technologies since 1995. He has an MBA from the University of Washington, where he was awarded the Frankland Marketing Scholarship, and he holds a BA in History and English from the University of Virginia. Profile
TWST: Shawn, it seems as if e-commerce had a pretty good fourth

quarter. What's your view on that and how good was it?

Mr. Milne: Overall online commerce was better than good in that