Companies> People>Mike Kwatinetz

Mike is a founding general partner at Azure, where he specializes in software and related infrastructure technologies. His current board memberships include Education.com, Bill Me Later, Jacent Technologies, Kenamea, Knowledge Adventure, Medsphere, OQO and ROME. He also served on the boards of The Firm, Woodbury Computer Associates (acquired by JWP), TopTier (acquired by SAP) and Wildseed (acquired by AOL). Other representative investments include VMware (acquired by EMC).

Prior to Azure, Mike was group head of technology research, a managing director and the senior software and hardware analyst at several major investment banks, including Credit Suisse First Boston, Deutsche Bank Securities and PaineWebber. He has provided research coverage and strategic advice to numerous technology companies and consistently has been viewed as a top resource by many of them, including Microsoft, Compaq, Dell, Apple, Hewlett Packard, VA Linux and Gateway. His 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.

He 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. In 1997 and 1998, Mike was rated Institutional Investor's No. 1 Large-Cap "Home-Run Hitter" for stock selection among all Wall Street analysts and remained among the Top 5 in 1999. Furthermore, Reuters and the Wall Street Journal have selected him as the No. 1 PC analyst. His book, The Big Tech Score, was published in 2001 by John Wiley & Sons.

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