Technology >> Analyst Interviews >> November 8, 1999
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 thesoftware sector?
Mr. Skiba: We break them down into of different categories: one would be
infrastructure or enabling