Industry & Services >> Analyst Interviews >> May 29, 2012
Growth Catalysts and Headwinds for Cloud Computing Companies
Mark Moerdler, Ph.D., is the Senior Research Analyst at Sanford C. Bernstein & Co., LLC, covering the global software industry. Before joining Sanford C. Bernstein, he was Vice President of Strategy for Mergers and Acquisition at CA Technologies, Inc. He joined CA Technologies in June 2006 as Vice President of Business Unit Strategy, when the company he cofounded, MDY Advanced Technologies, Inc., was acquired by CA. At the time, MDY Advanced Technologies was the leader in records management software, according to Gartner and Forrester Research. Dr. Moerdler received two master's degrees and a Ph.D. in computer science from Columbia University. Profile
TWST: Please begin with a brief overview of your coverage of the software sector, including the specific names you follow.
Dr. Moerdler: My team and I cover eight software companies. We