I think that specifically, I'm ruminating on whether ARBA or CMRC will grow up to become one of
the 4 horsemen ala the below excerpt from this post.
Message 13684979
Riding The Four Horsemen (from the recent Chase HQ conference...
The panelists were asked whom they see as future pillars of the tech-stock pantheon. That is, who will be the new Four Horsemen, replacing Microsoft (MSFT:Nasdaq - news - boards),
Cisco, Dell (DELL:Nasdaq - news - boards) and Intel?
Hoag named Ariba (ARBA:Nasdaq - news - boards) as his top choice. TCV was an early stage investor.
Appledorn mentioned Ariba, Oracle (ORCL:Nasdaq - news - boards), InfoSpace, and Critical Path (CPTH:Nasdaq - news - boards). Munder Capital is long all four.
McNay showered favor on Phone.com (PHCM:Nasdaq - news - boards), Broadcom (BRCM:Nasdaq - news - boards), and Brocade (BRCD:Nasdaq - news - boards), of which Essex
Investments is long each.
Finally, McNamee said contract manufacturers Flextronics (FLEX:Nasdaq - news - boards) and Solectron (SLR:NYSE - news - boards) are potential beneficiaries of his belief that
the growth potential for the "physical side" of the Internet is underappreciated. Integral Partners is an investor in Flextronics.
But showing he's an equal-opportunity investor, McNamee also heaped praise on Viant (VIAN:Nasdaq - news - boards), which received VC backing from Hoag's TCV.
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now of course these guys are backing their "own Horses"
so to speak since they have been VC's to most of them.
I could believe a name like ARBA, Orcl (which is probably
one Know) BRCM, or maybe BRCD, more than say
INFO, or CPTH.
but maybe I don't know enough about those.+ |
