Technology >> Analyst Interviews >> January 13, 2003

Enterprise Infrastructure Software: David Breiner – Bear, Stearns & Co

DAVID BREINER is a Managing Director in equity research with Bear Stearns where he tracks the infrastructure and systems management software sector. He has followed the enterprise software industry for seven years, most recently with Prudential Volpe Technology. Prior to his research career, he held engineering and marketing roles in communications technology. He received his BS and MBA degrees from Stanford University. Profile
TWST: What do you cover in the computer software area?

Mr. Breiner: I cover the infrastructure side of enterprise

software, which consists of the companies that primarily address

the IT side