Evolutionary Trends In Business Software – Kirk Materne – Rafferty Capital Markets, Llc
Kirk Materne is Director of Research and Senior Technology Analyst at Rafferty Capital Markets. Prior to joining Rafferty, Mr. Materne was a Principal and Head of the software research team at Banc of America Securities LLC. Mr. Materne has covered software companies since 2002, and his views on the space have appeared in numerous financial and trade publications over the years. Prior to joining Banc of America Securities, Mr. Materne covered computer services stocks at Merrill Lynch & Co. Mr. Materne holds a B.A. from the University of North Carolina at Chapel Hill and is a CFA charterholder. He lives in New York City with his wife. Profile
TWST: Where do you currently focus your attention in this space?
Mr. Materne: It's across a fairly large group of enterprise software companies, from the large-cap names, like Microsoft (MSFT) and