Technology >> Sector Roundtables >> April 23, 2001

Roundtable Forum: Internet Security Software

KEVIN D. WAGNER, Vice President of Equity Research, leads Adams, Harkness & Hill's security infrastructure team, providing comprehensive coverage of 10 security vendors. Mr. Wagner joined the emerging growth investment bank in 1997 and since has focused on several software sub segments, including enterprise applications and performance management, security, and customer relationship management. During 1999, Mr. Wagner assumed responsibility for the emerging security infrastructure segment, growing the firm's security franchise to include perimeter defense, anti virus and content security, and trusted e-commerce. He has been cited in such publications as The New York Times, The Boston Globe, Forbes, Investor's Business Daily, among others. Mr. Wagner graduated with an MBA from the University of Wisconsin'Madison, an MA from the University of Iowa (where he completed significant doctoral work in industrial organization), and a BA from the Ohio State University. Profile
HOWARD SMITH is a Managing Director at First Analysis, coordinating investment and research in selected areas of information technology. Before joining First Analysis in 1994, he was a senior tax consultant with Arthur Andersen & Co. He earned an MBA from the University of Chicago and a Bachelor's degree in Accounting from the University of Illinois at Urbana-Champaign. He is a Certified Public Accountant. Profile
CHUCK JONES is an Analyst, Vice President at Salomon Smith Barney. He was previously associated with IBM for 16 years and prior to that he spent four years in manufacturing of storage systems, storage system headquarters and held various sales positions. Mr. Jones is a member of the Computer Security Institute (CSI) and the Security Analysts of San Francisco. He received a BS in Industrial Engineering from Stanford University and a Diploma in Economics from the University of Sussex. Mr. Jones is married and has two children and his hobbies and interests include tennis, volleyball and collecting Olympic lapel pins. Profile
CHRIS HOVIS, Vice President, joined The Robinson-Humphrey Co., LLC in 1999 and specializes in Internet Infrastructure software firms with a particular emphasis on Internet security and eBusiness integration companies. Prior to joining Robinson-Humphrey, he spent nearly four years as a Software Engineer in Silicon Valley with Intel and Alliance Semiconductor. His education includes a BS Electrical Engineering from Georgia Tech, and an MBA (with Distinction) from The Wharton School of Business. Profile
TWST: Chuck, how have the Internet security stocks performed over the

past six to 12 months, and to what extent have these stocks been

battered by the turmoil in the technology sector?