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, 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
TWST: Shawn, what were the highlights of e-commerce over the past

quarter or two?

Mr. Milne: I don't think there has been a significant number of new

surprises. We've seen a very healthy