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Strategies & Market Trends : The New Economy and its Winners
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To: Bill Harmond who wrote (4800)1/13/2001 1:38:42 PM
From: Randy Ellingson  Read Replies (1) of 57684
 
Thanks for the reply. That's a lot of companies. Are your overall tech investments concentrated in these, or not particularly? Do you have any of these which you've weighted much more than the others?

Ariba, Broadvision, Interwoven, Nuance, OpenWave, Signalsoft, Vignette

These look to be either early-profitable or on the cusp of profitability (next year or two) -- do you choose companies at that stage by design?

Randy
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