Technology >> Sector Roundtables >> June 7, 2004


SETH POTTER is a wireless com-munications analyst at Punk Ziegel & Company. Prior to this, Mr. Potter was the CFO/Founder of 3G Solutions, Inc., a national rooftop antenna site management company. Before joining 3G Solutions, he was a Senior Vice President of Ryan Beck & Co., where he helped the firm build a middle market presence in the wireless telecommunications and technology sectors. He was also Managing Director of Research for a member NYSE investment firm where he built and maintained the research efforts for the firm's institutional and retail clients. Mr. Potter started his career with the Chase Manhattan Bank, where he was a credit analyst. In 1988, Mr. Potter earned a Bachelor of Administration degree in Economics from Brandeis University. Profile
KENNETH M. LEON joined Standard & Poor's U.S. Equity Research Services in March 2003. He is a Director of Standard & Poor's Telecommunications Group. He also follows the wireless services and telecom equipment industries where he has spent over 20 years covering the broad telecommunications services and equipment sectors. Prior to joining Standard & Poor's, he was a Global Sector Head of Telecommunications and a Senior Equities Analyst at ABN AMRO for the last six years. Most of his 20-year research experience was at Bear Stearns and Lehman Brothers. He was recognized as a three time, Institutional Investor magazine All Star Analyst in Wireless, and a four time Wall Street All Star. Mr. Leon is a CPA and holds a BS and MBA from New York University. Profile
ALLEN NOGEE is a Principal Analyst at In-Stat/MDR for the Wireless Component Technology Service and is responsible for identifying and tracking hardware and semiconductor content in wireless communications equipment and forecasting future demand. Mr. Nogee has more than 20 years of experience in the electronics industry in hardware and software development. Before joining In-Stat/MDR, he was a Product Development Manager at Syntellect, Inc., and has held design-engineering positions at MCI, GTE and GE. Mr. Nogee holds a BET in Electrical Engineering from Rochester Institute of Technology and an MBA from Arizona State University. Profile
TWST: Ken, can you start with a quick overview of what you're covering

in this wireless telecom space?

Mr. Leon: Defining the context of the wireless market, at Standard &

Poor's we cover