Technology >> Sector Roundtables >> November 19, 2001
STEVEN B. FRANKEL is Managing Director at Adams Harkness & Hill. His
profes-sional membership and accomplishments include: CFA, Wall Street
Journal All Star 2000 - Home Run Hitter, ranked 2nd in stock picking and
ranked number one Internet Analyst. Mr. Frankel has a BA in Economics
and an MBA in Finance from the University of Wisconsin-Madison. His
hobbies include: windsurfing, kayaking, computers, trekking in Nepal,
playing and being with his children. Profile
SAMUEL WILSON is the Analyst covering the data networking industry for
the Communications Equipment group at Merrill Lynch. Prior to joining
Merrill Lynch in June 2000, Mr. Wilson worked at Banc of America
Securities, Montgomery Division, and C.E. Unterberg, Towbin. Prior to
that, he worked for four years at Applied Materials, Inc., in various
engineering and management positions. He holds and has pending patents
on tungsten and copper processing technologies. Before joining Applied
Materials, Mr. Wilson was a Captain in the United States Army, stationed
in the United States and Europe. Mr. Wilson earned his MBA with Honors
at the University of California at Berkeley in 2000. He earned his BS
with Honors in Electrical Engineering along with a minor in Mathematics
at Seattle University in 1991. Profile
OLIVIA GOLDEN is Vice President, Equity Research at Bear, Stearns &
Company covering the network infra-structure software industry,
concentrating her expertise in Internet Security. While at Bear,
Stearns, Ms. Golden co-authored the sector's defining research
publication, Mission Critical: The Push into E-commerce Makes Security
Priority No. 1. Prior to joining Bear, Stearns, Ms. Golden worked as a
Research Analyst covering the beverage and tobacco industries at Brown
Brothers Harriman. Ms. Golden has also worked in the corporate finance
group at Martin Geller CPA where she focused on private placements,
mergers and acquisitions and financial analysis for technology-focused
clients. Ms. Golden graduated from Lehigh University with a BS in
Finance. Profile
JOHN CORCORAN is an Internet/Digital New Media Analyst at CIBC World
Markets. He joined the firm's research department in 1999 after spending
two years as a Research Analyst for Stephens Inc. He focuses on
companies that facilitate the creation, delivery and management of next-
generation content, services and applications for the Internet. This
includes enabling technologies (e.g., streaming, encoding, digital
rights management, broadband), destination (e.g., search, portal),
convergence between TVs/PCs, and advanced services (e.g., datacasting,
Web collaboration, voice/video portals, automated speech recognition,
edge technologies). Mr. Corcoran previously spent seven years as a Trial
Lawyer specializing in complex business litigation. He holds an AB with
honors from Harvard College, an MBA from Wharton Business School where
he was named a Palmer Scholar, and a JD from Boston University School of
Law where he was graduated Summa Cum Laude. Profile
in Internet infrastructure?
Mr. Frankel: I define my space as the software value chain. The value
chain consists of four
