Technology >> Sector Roundtables >> February 9, 2004
SHAWN C. MILNE is a Vice President and Senior Research Analyst at Schwab
SoundView Capital Markets. Prior to that, he was associated with
E*Offering. He was previously associated with Salomon Brothers and
Andersen Consulting before attending business school. Mr. Milne received
a BS in Finance with a minor in Economics from Colorado State University
and he received an MBA from the Kenan-Flagler Business School at the
University of North Carolina. Profile
ROB ROSENTHAL is a senior research analyst in IDC's Hardware Channel
research group. Mr. Rosenthal focuses on the impact of the Internet and
e-business technologies on corporations. He specializes in online
strategic sourcing and dynamic pricing systems, and their effect on
companies' sales and purchasing strategies. He also writes about the
impact of enterprise portals and globalization on companies' marketing,
sales and support strategies. In addition, he forecasts and analyzes
Internet demographics and e-commerce spending levels. Mr. Rosenthal's
research has been cited by the business and technology press worldwide,
including CNBC and Investor's Business Daily. Before joining IDC, he was
an Internet consultant to local management consulting firms in Poland.
Mr. Rosenthal received his MBA from the F.W. Olin Graduate School of
Business at Babson College. He received his BA from Brown University,
where he studied English and American Literature. Profile
DAVID SCHATSKY is Senior Vice President, Research Jupiter Research. He
oversees a global team of technology, operations, marketing and industry
analysts, with overall responsibility for the vision, quality and day-
to-day operation of the Jupiter Research analyst organization. His
research focuses on the systems and processes that underlie electronic
commerce. Recent projects have looked at Web services, IT infrastructure
outsourcing, and systems integration and consulting services. He joined
Jupiter in July 1999 to launch coverage of e-commerce infrastructure and
to advise clients how to build, integrate, deploy and maintain Internet
commerce technologies in new and ongoing businesses. Since then he has
served as senior analyst and research director for a portfolio of
research services ranging from customer relationship management and
Website operations to industry-focused services including retail,
financial services, health and automotive. He is often quoted in major
media outlets such as USA Today, The Washington Post, The San Jose
Mercury News and Forbes.com, and has appeared on NBC's World News
Tonight, CNN's Moneyline and CNBC's Wall Street Journal Report. Prior to
Jupiter, Mr. Schatsky was with Cambridge Technology Partners, where he
served as senior project manager responsible for staffing and managing
project teams to deliver Web-enabled systems to the financial services
industry. Previously, he was vice president at Napa Group, an
information technology consultancy serving brokerages and investment
banks. He has also consulted at J.P. Morgan, where he developed trading
systems; he also served as an international business development
consultant in Viareggio, Italy, for Delphi S.p.A., a firm part-owned by
Olivetti. He received a BS in computer science from Tufts University and
an MA in international affairs, with a focus on international economics,
from the Nitze School of Advanced International Studies at Johns Hopkins
University. Profile
quarter or two?
Mr. Milne: I don't think there has been a significant number of new
surprises. We've seen a very healthy
