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Technology: Software
Heather Bellini spent the past four years in first place as an analyst with UBS.
ISI Group
Heather Bellini spent the past four years in first place as an analyst with UBS. She moved to ISI Group in August 2009 and captures second-team honors this year, thanks in part to doing “a good job of understanding Street expectations and what is factored into a stock’s price,” according to one fund manager. Bellini launched coverage of VMware, a developer of virtualization software (that is, programs not dependent on an underlying proprietary operating system), with a buy rating in September 2009, at $38.75, on rising revenues at the Palo Alto, California–based company. By late August, VMware’s stock price had more than doubled, to $78.42, and trumped the sector by 103.3 percentage points.