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Posts Tagged ‘DS2 IPO’

Reading an analysis over the 4 IPO´s this year – OpenTable, Mead Johnson Nutritional, Bridgepoint Educational and Changyou – I came across some new speculations regarding possible IPO´s this year. We covered this topic yesterday as well.

Here is some excerpts from a Wall Street Journal article.

“In particular, the debut of network software firm SolarWinds Inc. last week showed there’s “appetite for untested, unproven, unknown names out there,” says Brenon Daly, a senior financial analyst at The 451 Group.

However, Mr. Daly cautions that few tech newcomers can match the financial strength of SolarWinds, which generated strong revenue and net-income growth in the first quarter, even as many more-established technology companies reported declines.

But he said there could be strong interest in companies such as closely held computer-security outfit Fortinet Inc.; security risk and compliance service provider Qualys Inc.; network performance software company NetQoS Inc., and systems and security management firm BigFix Inc.

A Fortinet spokesman said the company is considering an IPO, as well as other options, but has no definitive plans at this point. A Qualys spokesman said the firm wants to prepare for an IPO by the fall of 2010. NetQoS said it had no immediate plans to go public, “but all options are on the table.”

It continues…

“Another area to watch in the 12 to 18 months is smart-grid technology, which allows for more efficient power distribution, based on where and when demand and supply exist, says Trip Chowdry, managing director of equity research at Global Equities Research.

On her radar screen is closely held DS2, a company based in Spain that provides power-line communications semiconductors.

In the next three years, some cloud computing and enterprise-level mobility technology firms could also be ready for IPOs, she added.

For now, though, the tech environment “continues to be challenging. Investors should look for companies who have a very sticky customer base,” she says.”

Read the full article here.

Please comment on other candidates and I will seek out some info on the topic.

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