Enterprise Software Companies: 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: David, how do you define your coverage universe?
Mr. Breiner: We track a subset of enterprise software, namely
infrastructure as opposed to applications. Applications are bought and