Technology >> Sector Roundtables >> March 19, 2001

Roundtable Forum: Infrastructure Networking

A. A. (TAD) LA FOUNTAIN III is a Managing Director at Needham & Company, Inc., covering network equipment companies and the programmable logic device segment of the semiconductor industry. Having started on the buy side as an analyst and as a portfolio manager, he has been a sellside analyst since 1980, and has most recently served as both an analyst and research director for a New York'based investment bank. Mr. La Fountain received a BA in History from Princeton University and an MBA in Multinational Enterprise and Finance from the Wharton School of the University of Pennsylvania. ERIK K. SUPPIGER is a Senior Analyst with JP Morgan H&Q. A graduate of Boston University with a Bachelor's degree in Finance and Accounting, he holds a certificate in Personal Financial Planning and is a candidate for the Chartered Financial Analyst designation. Mr. Suppiger has previously worked as a Data Networking Research Associate at Deutsche Bank Securities and as a Communications Research Associate at Hambrecht & Quist. Profile
TWST: Tad, how do you define the infrastructure network industry today?

Mr. La Fountain: I think that it is useful to look back and get a sense

of how things have evolved. Obviously this goes