Michael K Kwatinetz

Specializes in software and related infrastructure technologies. Dr. Kwatinetz’s representative investments include VMware. Prior to Azure, he was a Managing Director and the Global Head of Equity Technology Research and a Senior Software and Hardware Analyst at several major investment banks, including Credit Suisse First Boston, Deutsche Bank Securities, and PaineWebber. Dr. Kwatinetz held similar positions with Deutsche Morgan Grenfell Technology Group. He was also a Senior Research Analyst at Sanford Bernstein & Co. Prior to his career in technology research, Dr. Kwatinetz was the Chief Executive Officer, the President and an Enterprise Software Design Consultant at Woodbury Computer Associates. He is a Board Member at Education.com, I4 Commerce, Jacent Technologies, Kenamea, Knowledge Adventure, Medsphere, OQO, Rooftop Media, Inc., and ROME. Dr. Kwatinetz also served on the Boards of The Firm, Woodbury Computer Associates, TopTier, and Wildseed. Until recently, he sat on the Financial Accounting Standards Board (FASB) Advisory Committee. He is also author of “The Big Tech Score” published by John Wiley & Sons. Dr. Kwatinetz has provided research coverage and strategic advice to numerous technology companies and has consistently been viewed as a top resource on many, including Microsoft, Compaq, Dell, Apple, Hewlett Packard, VA Linux and Gateway. His coverage universe also included e-business software and internet devices and infrastructure. Dr. Kwatinetz’s theories on the shift of industry control to Microsoft and Intel, “The 4th Wave of the Web,“ the advantages of Linux, and the need for PC vendors to go “Beyond the Box“ were considered agenda setting for the investment community. His technology investment strategy newsletter, SoundBytes, was one of the most widely read amongst public portfolio managers. Dr. Kwatinetz was top-ranked by Institutional Investor in PC Hardware and ranked second in PC Software and was the only sell-side analyst to ever be top three rated in both software and hardware, doing so for six straight years before leaving to form Azure in early 2000. Dr. Kwatinetz received an M.A. and a Ph.D. degree in Mathematical Modeling from the University of California Berkeley and an M.B.A. in Accounting from New York University.