I have been involved in the computer software industry since 1981, primarily as an analyst and consultant. I started out as a stock analyst at PaineWebber, where I won lots of awards for my coverage of the then small computer software and services industry, including a #1 ranking in Institutional Investor's annual All-Star Team poll. Since 1987 I have worked primarily as a self-employed analyst and consultant.
Most of my research can be found in a series of industry-related blogs. The Monash Report covers software-related trends in business, technology, and public policy, and makes recommendations in all of those areas. DBMS2 covers technology and theory in database management, analytics, and related areas, and promotes my somewhat controversial ideas for how they should evolve. Software Memories focuses on my own observations and experiences from a quarter-century of software analysis. Text Technologies, as the title suggests, covers search, text analytics, and other technologies focused on textual data.
I've lived most of my life in three metropolitan areas:
Los Angeles, where I grew up and eventually attended UCLA;
New York City, where I moved to take the PaineWebber job and stayed for 15 years; and
Boston, where I went for graduate school and where I now again live.
I also spent a couple of years in Columbus, Ohio, where I graduated from Ohio State University, and where my parents still live.
All my degrees are in mathematics. My dissertation was the proof of what is now known as the Mertens-Neyman result, the min-max theorem for two-person zero-sum stochastic games. I then stayed at Harvard for a couple of years as a postdoctoral/research fellow in public policy, before moving on to Wall Street.
For a more self-promotional version of my bio, please see my "official" biography. Gaudier yet are my testimonial pages. My company home page is Monash Research. Representative blog posts include these on data warehouse appliances, text mining, and network neutrality.
Editing here, I got started in small categories of interest -- software history, games history, Guild Wars. I've progressed to taking on much of the blogs-about-technology area. That seems to be plenty for now.