Technology >> Analyst Interviews >> November 13, 2000
PHILIP RUEPPEL is a Partner in the Investment Research Group of
America's Growth Capital, focused on the software sector. Prior to
joining the company, Mr. Rueppel was a Principal at T.A. Associates
where he focused on Internet infrastructure investments, including
storage, content management and systems management. Previously, he was a
Managing Director and Senior Computer Systems Analyst covering the
Internet infrastructure and computer systems sectors at Deutsche Banc
Alex. Brown. In addition, he was a Senior Analyst covering computer
systems companies at Sanford C. Bernstein & Co., Inc., and was an
Engineering and Marketing Manager at Hewlett-Packard. Mr. Rueppel has an
MBA from Harvard University and a BS in Electrical Engineering from Yale
University. He has completed both his Series 7 and 63. Profile
TWST: Over the past six months, what have been the issues most pertinentto the valuation of the Internet infrastructure platforms group? What
are the issues that will determine value and