Technology >> Sector Roundtables >> June 21, 2004


Trip Chowdhry is the Co-Founder of Global Equities Research, LLC. He brings more than three years of sell-side analyst experience from FTN Midwest Securities, where he was the Lead Analyst covering the IT sector. Mr. Chowdhry also brings more than 16 years of industry experience, having worked for Microsoft, CommerceNet, Sybase, Oracle and Amdahl (Fujitsu). His industry experience includes various positions, such as Business Development Manager, Product Manager, Chief Architect and Software Developer. He is widely quoted in the leading media, including The Wall Street Journal, Investor Business Daily, Barron's, CNN Money, Reuters, the Associated Press, SmartMoney,, Forbes and BusinessWeek. He has also made occasional TV appearances at CNBC, Bloomberg TV and NDTV, a leading news channel in India. Mr. Chowdhry has an MBA from the Kellogg School of Management at Northwestern University, where he was on the dean's list, and an M.S. in computer science from the University of Southern California. Profile
PHILIP RUEPPEL is a Partner in the Investment Research Group of America's Growth Capital, focused on the software sector. Prior to joining the company, Mr. Rueppel was a Principal at T.A. Associates where he focused on Internet infrastructure investments, including storage, content management and systems management. Previously, he was a Managing Director and Senior Computer Systems Analyst covering the Internet infrastructure and computer systems sectors at Deutsche Banc Alex. Brown. In addition, he was a Senior Analyst covering computer systems companies at Sanford C. Bernstein & Co., Inc., and was an Engineering and Marketing Manager at Hewlett-Packard. Mr. Rueppel has an MBA from Harvard University and a BS in Electrical Engineering from Yale University. He has completed both his Series 7 and 63. Profile
GARY ABBOTT joined the Merriman Curhan Ford & Co. team in June 2002 as a Managing Director covering the enterprise software industry. Prior to MCF, he was with H.C. Wainwright in Boston where he was responsible for the firm's research efforts in enterprise software, Internet infrastructure and IT services. He was formerly a Managing Director and the Director of Equity Research at Punk, Ziegel & Company, a New York- based investment bank. Mr. Abbott is also a well-regarded institutional equity analyst. His research is widely quoted in the trade press and other media. He has worked with numerous industry executives over the past 10 years, giving him recognition as a leading analyst in his field. Mr. Abbott holds a Master of Business Administration degree from the Ohio State University and a Bachelor of Science degree in Business Administration from the University of Arizona. Profile
TWST: Gary, could you give us a quick overview of Merriman Curhan, as

well as your coverage universe?

Mr. Abbott: I cover enterprise software, primarily infrastructure, but

also a few