Technology >> Analyst Interviews >> August 24, 2009

Investing In Application Software – Trip Chowdhry – Global Equities Research, Llc

Trip Chowdhry is the Co-Founder of Global Equities Research, LLC. He brings more than three years of sell-side analyst experience from FTN Midwest Securities, where he was the Lead Analyst covering the IT sector. Mr. Chowdhry also brings more than 16 years of industry experience, having worked for Microsoft, CommerceNet, Sybase, Oracle and Amdahl (Fujitsu). His industry experience includes various positions, such as Business Development Manager, Product Manager, Chief Architect and Software Developer. He is widely quoted in the leading media, including The Wall Street Journal, Investor Business Daily, Barron's, CNN Money, Reuters, the Associated Press, SmartMoney, TheStreet.com, Forbes and BusinessWeek. He has also made occasional TV appearances at CNBC, Bloomberg TV and NDTV, a leading news channel in India. Mr. Chowdhry has an MBA from the Kellogg School of Management at Northwestern University, where he was on the dean's list, and an M.S. in computer science from the University of Southern California. Profile
TWST: What are you focusing your attention on in the application software space

these days?

Mr. Chowdhry: I think we need to focus on five companies, which are in the midst

of some shifting