Technology >> Analyst Interviews >> August 24, 2009

Application Software:industry Overview – John Difucci – Jpmorgan Chase & Co.

John DiFucci is a Managing Director covering the software industry. Prior to joining J.P. Morgan through the Bear Stearns acquisition (where he joined in 2003), Mr. DiFucci was with CIBC World Markets for three years where he covered the infrastructure software industry, including the integration, application development, systems and performance management, business intelligence, security and storage software spaces. Previously, Mr. DiFucci was with Donaldson, Lufkin & Jenrette, where he last covered the software industry. He is a three-time runner-up in the Institutional Investor All-America Research Team and a two-time runner-up for the Institutional Investor All-America Hedge Fund Team. Earlier in his career Mr. DiFucci was employed with a research and development division of the US Army for 13 years. He holds an MBA from the Stern School of Business (NYU) in addition to M.S. and B.S. degrees in Mechanical Engineering from Union College. He is also a New York state-licensed Professional Engineer. Profile
TWST: Where are you focusing your attention in the application software space

these days?

Mr. DiFucci: Right now, the names I cover - companies that really have

applications by the