03/03 17:32 The Wall
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The Wall Street Transcript Publishes Tech CEO Interviews in Robertson
Stephens
Tech 2000 Conference Issue
NEW YORK, March 3 /PRNewswire/ -- Twenty one leading analysts and
33 Technology CEOs examine the Technology sector in the latest issue
of The Wall Street Transcript (212-952-7433) or
twst.com
In a crucial review of this sector for investors and industry professionals,
this valuable 174-page Special Issue features:
1) CEO Interviews - CEOs or top management from 33 Technology firms
discuss the outlook for their firm and the explosive technology sector in
these in-depth (avg. 2,000 words) interviews.
James Truchard, Chairman, President, & CEO of National Instruments
Corp. (Nasdaq: NATI), says, "One would be our long-term track record.
We've had 20% growth in 15 of the last 16 years. We have a very strong
and defensible market position on a global basis. We've made heavy
investments in R&D, which means we have a consistent track record of
delivering new products. We have a very differentiated position in the
marketplace that takes advantage of some very important technologies;
the PC itself and it's rapid performance improvement, telecom, A to D
converters that give us even more performance on the technology, and
the Web that gives us a new and differentiated approach to market and
sellup products, as well as using it in our products."
Alan B. Lefkof, President, & CEO of Netopia, Inc. (Nasdaq: NTPA),
states, "I think the reasons for investing in Netopia are very simple.
We're in a huge and growing market -- small and medium size business
-- for both DSL and e-commerce. Moreover we have unique strength in
channel distribution in that market. And we are the market share leader
today in DSL CPE routers for the small and medium size business
market."
Michael Pascoe, President, & CEO of PairGain Technologies (Nasdaq:
PAIR), discusses the outlook for the firm, "Well, it's actually fairly simple.
We're in a very exciting, very high-growth market. That's fundamental, I
think, if you want to invest in a company. The market exists today and is
growing at an exceptionally rapid rate. And it's wide open for players to
take advantage of. So the market exists, it's growing and it's open. The
second thing is that the company has some very competitive,
market-leading products, particularly with the Avidia platform. They were
first to market, and have been architected to address our customers'
current and future network requirements."
Ron Harris, President, & CEO of Pervasive Software (Nasdaq: PVSW),
says, "Our database business could yield a very significant profitability
for Pervasive very quickly, if we chose to do so. We're a company that
likes to optimize on long-term growth, so right now we're taking those
profits from our database business and re-investing them aggressively in
our overall Web development software business. And I believe that's
really the right thing to do. That strategy is well-aligned with the
long-term interests of the shareholders."
H.K. Desai, Chairman, President, & CEO of Qlogic Corporation (Nasdaq:
QLGC), states, "The key is our track record. That includes the execution,
the overall financial performance, and all the innovative new products we
have brought to market. We also have a tremendous OEM customer
base, and a strong supplier network. Also important is the overall market
opportunities available to us. In general, storage industries have
undergone tremendous growth because of all the new Internet
applications."
Geoff Tate, CEO of Rambus, Inc. (Nasdaq: RMBS), says, "I think it's
pretty simple. We're addressing a huge market and we have the
technology that people will need in this decade to be successful in the
PC and consumer and communication space. We have both the
technical solution and the intellectual property that gives us huge
barriers to entry so that we'll be able to be a highly profitable company."
Mahesh Veerina, President, & CEO of Ramp Networks, Inc (Nasdaq:
RAMP), states, "First, our strategy in the broadband market has been
shaping up extremely well. We are one of the top three players in this
game and we have a history of building market share. Second, in our
dial-up products we have built 42% market share and in security we are
No. 2 with a 25% share. We expect to do the same with our secure
broadband platform story and gain a leadership position. Third, there is
potential for a huge upside in this game because we are still at the
beginning of the broadband revolution."
Bryant Tong, President, & COO of ReSourcePhoenix.com (Nasdaq:
RPCX), discusses, "As technology improves and we are certainly on top
of the technology cycle, I think, more and more of our potential
customers recognize the advantages of having a turnkey operation
system that they can outsource a very, very credible source, our
ReSourcePhoenix.I think that as we continue to build our base, we are
also continuing to build our credibility in the market. We are building the
ability for companies to outsource a critical area of their business without
a core competency."
Michael S. Battaglia, President, & CEO of SmartDisk Corporation
(Nasdaq: SMDK), says, "First, I would tell them that our product line is
unique and patented. Consequently, our competitive landscape is less
severe than it might be and we can withstand some of the pricing
pressures that are normal in the industry. This also allows us to generate
superior gross margins. Second, the markets we serve are truly robust.
They are very exciting, they're growing very rapidly, and they are
extremely young. And third, the alliances that we have forged in Europe,
Japan, and in the United States are formidable. They are the foundation
upon which we will build the future growth of the company and they are
not easily replicated."
Salvatore D'Auria, President, & CEO of Tut Systems , Inc. (Nasdaq:
TUTS), states, "I guess the things I would focus on are, number one, this
market is huge. In fact, over the last year, through the good work of our
R&D people and through the acquisitions that we've made, we have
doubled the size of the available market that we are addressing -- so
number one, the market is huge and is getting bigger. Number two is that
we have such a focus that it has given us a dominant position in this
segment relative to our systems and equipment. Number three is that we
have good momentum in our business that is going to turn into much
more momentum in the future."
Kenneth Lonchar, Senior Vice President, & CFO of Veritas Software
Corp. (Nasdaq: VRTS), declares, "With the strategy that we have and
the strength that we've got in the marketplace, the separation that we're
getting from the pack, if you will, and the importance of storage in today's
environment. Things are fine over here."
Jomei Chang, President, & CEO of Vitria Technology, Inc. (Nasdaq:
VITR), says, "Number one, we're facing one of the largest markets ever
-- the eBusiness market. Number two, by using a platform approach we
can use a single product to address all markets and all applications. And
number three, because of our platform approach, and the fact that we
can drop in solution templates, we can rapidly form eCommunities in
multiple industries by spreading our solution through viral marketing and
sales. So this is an extremely scaleable business model."
For a complete list of CEO interviews see twst.com |
