TWST: Would you give us a snapshot of your coverage universe?
Mr. Lenschow: I cover the U.S. software sector, starting with the large-cap stocks such as Microsoft (MSFT), Oracle (ORCL) and SAP (SAP); and
Computers >> Analyst Interview >> September 17, 2012
Multiyear, Structural Trends In U.S. Software Elevate Stock Valuations
Raimo Lenschow, CFA, is a Director and Analyst within equity research at Barclays Capital. Mr. Lenschow is responsible for coverage of the U.S. software industry. Before his current position, he covered the European software sector for more than 10 years. Mr. Lenschow joined Barclays in 2010 from Merrill Lynch, where he held a similar role for nine years and was consistently ranked in the top three in the Institutional Investor's and the Extel surveys... More
