Technology >> Analyst Interviews >> August 24, 2009
John DiFucci is a Managing Director covering the software industry. Prior to
joining J.P. Morgan through the Bear Stearns acquisition (where he joined in
2003), Mr. DiFucci was with CIBC World Markets for three years where he covered
the infrastructure software industry, including the integration, application
development, systems and performance management, business intelligence, security
and storage software spaces. Previously, Mr. DiFucci was with Donaldson, Lufkin
& Jenrette, where he last covered the software industry. He is a three-time
runner-up in the Institutional Investor All-America Research Team and a two-time
runner-up for the Institutional Investor All-America Hedge Fund Team. Earlier in
his career Mr. DiFucci was employed with a research and development division of
the US Army for 13 years. He holds an MBA from the Stern School of Business
(NYU) in addition to M.S. and B.S. degrees in Mechanical Engineering from Union
College. He is also a New York state-licensed Professional Engineer. Profile
TWST: Where are you focusing your attention in the application software space these days?
Mr. DiFucci: Right now, the names I cover - companies that really have
applications by the