The Wall Street Transcript Publishes CEO Interviews In C.E. Unterberg, Towbin eBusiness Software & Storage Conference Issue

Market Wire, 20050229

Three leading analyst and top management from thirty sector firms examine the Technology sector in this special 117-page C.E. Unterberg, Towbin eBusiness Software Conference & Storage Symposium issue from The Wall Street Transcript (212/952-7433) or www.twst.com/info/info199.htm

In a vital review of this sector for investors and industry professionals, this valuable 117-page Special Issue features:

1) CEO interviews (average 2,500 words). Top management of thirty sector firms examine the outlook for their firm and the sector.

Mark Culhane, CFO of iManage (Nasdaq: IMAN), states, "I think we have a great market opportunity that's substantial. We have the most compelling solution to address that market opportunity. We have solid financial fundamentals. We have been executing our plan. As I said, we're growing over 100% per year, yet we are profitable on a cash basis, and we are cash flow positive. So we think that's extremely compelling. Ultimately, it's about consistency of performance and executing our plan. I think our track record reflects that."

MapInfo's (Nasdaq: MAPS) President Mark Cattini asserts, "Right now, we're completely focused on telecommunications, wireless and CRM. We want to be the number one provider of location-based services. We want to be the de facto standard in the telecommunications space, globally. We're rapidly heading in that direction. Once a number of major global organizations use your technology and talk about it, it's easier to convince others, and that's certainly very positive for us. We also want to be the standard for geodemographic analysis -- our customers use our software tools and data to help understand their customers best."

According to CEO Gregory Brown, "Micromuse's (Nasdaq: MUSE ) Netcool clearly is the de facto standard with a significant product lead and healthy distinguishable barriers to entry and we will continue to execute and it is all about world-class technology, people, passion and performance, and we will stay on it."

Andrew Burroughs, Chief Marketing Officer & GM, ASP Business Unit of Apogee Networks declares, "Our major competitive advantage is that we started building our solutions from an IP perspective. We are not a telephony billing company trying to fit an existing legacy system to meet the changing needs of the Internet and IP networks. We're not a basic flat rate IP billing company from the past. A lot of our competitors grew up as flat-rate IP billing systems, or they came from the telephony side; we approached the billing of solutions from the customers' business objectives. So we have an inherent design advantage."

Astracon's CEO Robert Cook reports, "If you went to the OSS trade shows and looked at the journals describing the exhibitors, you'd see everybody saying they could do what we do. In fact, what we do is the hard part. Most of the other OSS vendors concentrate on the "easy part." So they'll take the orders for the connectivity. What we do is work out how to design the end-to-end connectivity for that service order across multiple networks, multiple carriers, multiple different types of technology, and that's hard. There are only two products that I know of that do it successfully in the market at the moment. The other one is a lot older than ours and it doesn't have a good IP story."

John Lynch, CEO of bigchalk.com, states, "I think that the most significant achievement will be to become the category leading brand in the K-12 space by 2003. I think that if we continue to extend our reach into schools and are able to increase our revenue on a per-school basis substantially over the next few years, we'll be able to achieve that."

Camstar Systems' CEO David Cone says, "The most important reason is that we're a successful company that has a proven track record in real-time manufacturing. We're leveraging that expertise to solve enterprise and supply-chain order fulfillment problems for market leaders. That's a sustainable competitive advantage for us. Our track record and blue-chip customers give us the momentum to exploit the huge market opportunity in front of us."

Tim Williams, CEO of CrosStor Software, reports, "We have a great strategically focused team. They are well-recognized in the field. Our VP of Sales and Marketing, Jeff Helthall, is very active in SNIA (Storage Networking Industry Association). Jeff was instrumental in founding several working groups with SNIA, including the NAS working group. Our VP of Research & Development and CTO, Gordon Harris, is extremely well-respected and known throughout the industry. Most of our folks have a very strong strategic sense of the market and have tremendous expertise on both the technical and marketing sides."

Eric Saltzman, Cygent's Chief Business Officer, declares, "Without predicting specific numbers, we obviously are a growth company. We started shipping product late last year. We've had a very strong revenue ramp as the product has rolled out this year. We continue to see a strong revenue ramp going forward into next year and beyond. Our focus will be to accelerate that revenue growth through building both direct and indirect sales channels and focusing increasingly on international opportunities."


 

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