Technology >> Analyst Interviews >> November 8, 1999

European Software Stocks : Brian Skiba – Lehman Brothers

BRIAN SKIBA is a senior global technology analyst at Lehman Brothers. He heads up the European Growth Technology group at Lehman Brothers. He has research responsibility for enterprise software and IT Services research including enterprise applications, e-business and e-commerce software, and enabling technology, systems management and enterprise telesoft. Mr Skiba is based in London. He holds a BSBA degree from Boston University and an MBA from the Amos Tuck School of Business at Dartmouth College. Prior to joining Lehman Brothers in 1996, Mr Skiba was a senior research analyst at Cowen & Company, and prior to that, a software entrepreneur for 12 years. He founded two software companies and was President and CEO of those two companies. Profile
TWST: Could we start with how you define the universe of stocks in the

software sector?

Mr. Skiba: We break them down into of different categories: one would be

infrastructure or enabling