EVT-230 Saugatuck Roundtable: How will IT Spending Fare in 2006 vs. Overall Capital Spending and other Competing Priorities for Corporate Cash</b></span>

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Saugatuck Roundtable: How will IT Spending Fare in 2006 vs. Overall Capital Spending and other Competing Priorities for Corporate Cash?

Document:                        EVT-230
Date of Publication:           March 9, 2006
Number of Pages:             9
Lead Author(s):                 B. Guptill, B. McNee, M. Koenig, J. Cassell
Price:                               $195 USD

Perspective Summary:

As the world economy continues to improve, more and more firms have amassed large cash positions on their balance sheets. Saugatuck Technology recently convened a roundtable discussion in mid-February with its team and several leading investment research analysts and venture investors to understand whether or not this will create a windfall for IT investment in 2006 and beyond. This Strategic Perspective presents insights and analysis shared in that discussion.

Leading the discussion were Bill McNee and Bruce Guptill, Saugatuck’s CEO and Managing Director of Research respectively. Participating in the roundtable were:

	Arnie Berman, Chief Technology Strategist at Cowen & Co.
	Jim Mendelson , Principal at Blue Asset Management (and formerly of Lazard, Soundview Technology Group and Morgan Stanley)
	Arlo Ellison, Principal at First Tracks Equity Ventures (and formerly head of the Energy Group at Glencore International)
	Mark Koenig, Senior Program Director, Saugatuck Technology
	Jim Cassell, Senior Program Director, Saugatuck Technology

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