Technology >> Analyst Interviews >> June 12, 2002

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