Technology >> Sector Roundtables >> March 27, 2000

Roundtable Forum: Infrastructure Networking

MARK SUE has been providing his insights on the communications technology sector for almost 10 years. At RBC Capital Markets, Mr. Sue focuses on research analysis of telecom equipment and data networking companies. He has worked at large and small firms such as Lehman Brothers, Goldman Sachs and C.E. Unterberg, Towbin. Mr. Sue has published numerous insightful research reports covering specific sectors of the communications landscape. He spends much of his time with emerging technologies and explaining changes in demand trends. Mr. Sue has been featured in the financial press, including The Wall Street Transcript, Bloomberg News, the Wall Street Journal, CNBC, and others. He has also gained distinction as an 'up and comer' in the Institutional Investor magazine polls. Mr. Sue was recently recognized as The Wall Street Journal's 2004 top stock picker in computers. He received a BS in Engineering from Boston University and an MAS from Embry-Riddle University. Profile
GEORGE J. KELLY is a Managing Director with Morgan Stanley Dean Witter. He holds a Bachelor's degree in Industrial Engineering from the New Jersey Institute of Technology. Mr. Kelly was previously associated with IBM and AT&T. Profile
Erik Suppiger is Managing Director and a senior research analyst focusing on internet infrastructure, information security, and data services at Signall Hill Capital Group, LLC. He has more than 17 years' experience in financial services and more than a dozen in networking and security research. In the communications equipment sector, he has been the top performer several times in the monthly StarMine analysts awards and he was second in the Forbes 2005 Best Analysts rankings. Prior to joining Signal Hill, he was a Managing Director at Pacific Growth Equities where he was a senior research analyst and later he pioneered alternative forms of analytical services. Before joining Pacific Growth, he covered networking as a Senior Research Analyst at JP Morgan H&Q. Previously, he held research associate positions at Deutsche Banks DMG Technology Group and at Hambrecht and Quist. He earned a BS BA with concentrations in Accounting and Finance from Boston University. He also holds a certificate in Personal Financial Planning from the New England Banking Institute. Profile
CHRISTOPHER STIX is a Principal at Morgan Stanley Dean Witter. Prior to this, he was a Managing Director with SG Cowen Securities. He was also associated with RentGrow, Inc. as a President. Mr. Stix earned his Bachelor's degree from the University of Wisconsin and an MBA with High Distinction from Harvard Graduate School of Business Administration. Profile
TWST: Is there a time line that might be helpful to our understanding of

the way the networking sector has evolved, and the critical role it

plays in our lives today?

Mr. Kelly: That's a