Technology >> Sector Roundtables >> November 13, 2000

Roundtable Forum: Internet Software Industry

IAN MORTON is a Senior Analyst with JPMorgan H&Q covering e-Business enabling companies. As a senior member of JPMorgan H&Q's Internet Research Group, he is currently spearheading the firm's coverage of Internet infrastructure, application and e-Service optimization companies. Mr. Morton joined the firm's Technology Research Department in 1993. Prior to covering Internet e-Business companies, he followed enterprise software companies. Mr. Morton holds a Bachelor's degree from Middlebury College. Profile
HEATHER O'LOUGHLIN is a Principal and Equity Research Analyst in State Street Global Advisors' (SsgA) Global Fundamental Strategies group, covering the software, Internet services and electrical equipment and instruments industries on a global basis. She was previously associated with Fidelity Management & Research, Shawmut Bank (now a part of FleetBoston) and E.F. Hutton, Inc. (now a part of Citigroup). Ms. O'Loughlin received an AB in History with Honors from Mount Holyoke College. She is a member of the Boston Analysts' Society. A candidate for the Chartered Financial Analyst (CFA) designation, she holds the Series 7, 3, 63 and Life Insurance licenses. Profile
GREG P. VOGEL is a Managing Director and Senior Research Analyst in the Technology Group at Banc of America Securities LLC. Mr. Vogel joined Banc of America Securities in 1994 in the Information Technology organization. He began covering the Internet sector in 1995, and was promoted to Managing Director in April 2000. Prior to joining the firm, he worked as an independent consultant responsible for developing financial software and managing systems integration. In 2000, Mr. Vogel was ranked in The Wall Street Journal 'Best on the Street' analyst survey for the software industry. He received a BA in philosophy from UC Santa Barbara. Profile
TWST: It has been estimated that by 2003, businesses will realize an

incremental $74 for every $1 spent on e-commerce software. Greg, I'd

like to begin the discussion by asking about the emergence