Technology >> Sector Roundtables >> November 8, 1999
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
MELISSA EISENSTAT joined the CIBC World Markets' research department in
1993 and is currently a Managing Director and Senior Software Analyst.
In addition to analyzing the major enterprise software companies, Ms.
Eisenstat manages the software research team, which provides coverage on
roughly 40 enterprise infrastructure and application software companies.
Prior to joining CIBC World Markets, Ms. Eisenstat spent four years at
Pillar Corporation, managing the company's product testing program for
its client-server corporate financial planning product, and spent three
years in direct sales. Before Pillar, Ms. Eisenstat was with Apple
Computer, first in international marketing and later in US business
development. In recognition of Ms. Eisenstat's highly regarded research
capabilities, she was selected by the Wall Street Journal as an All Star
Analyst in its 1997, 1998 and 1999 surveys, having averaged an annual
return of 98% over the three-year period, and having achieved a 120%
return for the most recent year. Ms. Eisenstat received her MBA from the
Wharton School, University of Pennsylvania, and her BA from the
University of Pennsylvania. Profile
greatest impact on the performance of the software stocks and companies
over the past 12 months.
Mr. Austrian: The label
