Industry & Services >> Sector Roundtables >> July 7, 2003

Roundtable Forum: Investing In Canadian Technology

ROBERT PEETS joined Golden Capital Securities in June 2000 as the Small and Micro Cap Research Analyst covering a wide range of industries including high-tech, pharmaceuticals, industrial products and financials. Prior to joining Golden Capital, he was a Portfolio Manager for a national private client investment management firm. He received his MBA from the Ivey Business School at the University of Western Ontario and holds the Chartered Financial Analyst designation. Profile
GARY BAKER, CFA, has spent the past three years as Head of Technology Research at Raymond James Ltd. Prior to joining Raymond James, he spent two years as an Equity Analyst at SunLife of Canada and 10 years as a Portfolio Manager at Corporate Investment Associates and RT Capital Management. He has a Bachelor of Engineering degree and an MBA from the University of Toronto. Profile
BYRON BERRY covers e-business software and IT solution providers at National Bank financial. He brings more than 10 years of active technology and investment experience to NBF. Prior to NBF, he was President of Thinksmith Corp., a successful software company he co- founded in 1999. From 1995 to 2000, he was Canada's leading Digital Media Infrastructure research analyst, working at Yorkton Securities. From 1993 to 1995 he worked at Scotia Capital, where he worked on technology, telecommunications, and utilities among other sectors. Prior to equity research, he oversaw the $35 billion Asian Development Bank loan portfolio on behalf of Canada while at the Department of Finance in Ottawa, and had management responsibility for the 1993 defense budget. He also worked on Parliament Hill as a national defense intern, advising Parliament on defense and public policy issues. He is a Chartered Financial Analyst and holds an MA (1991, Carleton) and BA (1988, UBC), both in Political Science and International Relations. Profile
TWST: Gary, what has gone on over the first six months of this year in

the Canadian technology area from a market point of view?

Mr. Baker: We have obviously had a fairly robust recovery in