Technology >> Analyst Interviews >> November 8, 1999
Systems Management Software : David Breiner – Volpe Brown Whelan & Company
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, where do you focus your research?
Mr. Breiner: I have labeled my group enterprise infrastructure
software. The way I describe that is by way of a metaphor: I cover the