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