Industry & Services >> Sector Roundtables >> October 15, 2001
WAYNE JOHNSON III, a Senior Vice President, Electronic and Transaction
Payment, joined SunTrust Robinson-Humphrey in November 1999 and is the
only Wall Street Analyst committed entirely to the Internet payments
space. Prior to joining SunTrust Robinson Humphrey, Mr. Johnson worked
on the buy- and sell-side at Volpe Brown Whelan, Robertson Stephens &
Scudder, Stevens and Clark as a Business Services and E-commerce
Analyst. He received a BA from the University of Colorado. Profile
TIM WILLI is a Senior Analyst in financial technology and
processing at A.G. Edwards & Sons. Prior to joining A.G. Edwards,
he was associated with Commerce Bancshares. He earned his BS in
Finance at Bradley University. Mr. Willi is married and includes
among his personal interests spending time with his newborn son,
pondering philosophies of the Buffetts (Warren and Jimmy),
running, soccer, scuba and golf. Profile
PATRICK BURTON joined the Smith Barney equity research department in
March 1999 as an equity research analyst covering the computer services
industry. Since 1998, for six consecutive years, he has been a member of
Institutional Investor's All- America Research Team poll. He has also
been a member of the Wall Street Journal All-Star Team in 2001 and 2002.
His 19 years in the investment business commenced in 1984 at Piper
Jaffray, where he served as a computer services analyst. In 1995, he
joined Lehman Bros. as an analyst covering computer services. A
chartered financial analyst, he received a BS degree from the University
of Minnesota. He was appointed a Smith Barney Managing Director in
January 2003. Profile
Andrew Jeffrey joined Needham & Company in October 2002 as a
Senior Analyst following the transaction processing industry.
Previously, he worked at Robertson Stephens, where he was a
Principal and Senior Analyst from 1996 to 2002 following several
business services sectors. He possesses more than 11 years'
experience on Wall Street, having covered various services
sectors at Volpe, Welty & Co, Mabon Securities and Rodman &
Renshaw, prior to joining Roberston. He graduated from the
University of Pennsylvania, majoring in Economics and Political
Science, and earned his CFA designation in 1994. The following
companies are referenced in the interview below: BISYS (BSG) B,
E; CheckFree (CKFR) B, E, G; Digital Insight (DGIN) B, E, G;
Fiserv (FISV) B, E, G; InterCept (ICPT) B, E, G; SunGard Data
(SDS) B. Please see Disclaimer on page 396 for code meanings. Profile
services/financial services segment.
Mr. Burton: In my area of coverage, I break it down into three areas.
One would be the
