Technology

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IntraLinks Then and Now

We completed our pre-IPO analysis of IntraLinks today; the snapshot will be published and sent to email subscribers on Monday. In the process of doing our background work, we couldn’t help but take a look at the original company filings to go public from back in 2005. For those that haven’t yet looked, the company…

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More IPO Presentations: SurgiVision and Envestnet

SurgiVision is a company we are following because it crosses two major themes we like, health technology and real VR. However, the company is more development stage than we expected. The ability to do surgery based on vision from MRI does seem inevitable, and their technology appears ready, but the pace of adoption is hard…

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RealD IPO Preview: Hoping for a Sweet View

RealD is nearing the end of the marketing phase of their IPO and the curent plan is to price the offering later this week. RealD is the leading provider of 3D cinema technology in the U.S. and most of our readers have worn their brand of glasses if they have watched a film in 3D.…

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IPO Macaroons this week for Bastille Day

Recent market improvement, particularly in technology, suggests that some of the IPO names we are tracking may indeed get out the door either later this week or next.  A number of strategists and market analysts have noted the relative attractiveness of the technology sector, and the initial earnings reports are reminding investors that technology is…

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Quick Views on Fabrinet

Fabrinet provides manufacturing services for optical networking gear, industrial lasers and sensors. The company priced their IPO last night at $10 – a substantial discount to the $12-14 filing range. A fairly conservative run through our Intrinsic Value model for FN suggests the shares are worth $15. Better revenue growth can drive a $16-17 IV.…

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Broadsoft – No bargain at $9

June, 2010 Broadsoft is a deal that reminds of a prior offering back in 1999 (also from Goldman, if memory serves) that went by the name of Portal Software. It was a similar story and ended up doing well for a while until investors realized how little growth there really was in the business. Ultimately,…

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Nexsan Technologies Pre-IPO View

The presentation and the story for Nexsan (NASDAQ: NXSN) was a little better than we expected. Although the storage market seems quite crowded given the likes of EMC, HP, NetApp dominating, the company makes a credible case for a smaller, totally channel-focused player in the space. We hope to delve deeper and produce a full…

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