Paul Kedrosky of InfectiousGreed wrote a very revealing guest article on TechCrunch about strange rounds of financing into non public companies, mentioning Twitter & Yelp.
This got me thinking about which IPO I would look forward to myself and what the characteristics of the company would be, including the state of its technology.
What I am looking for is
1. Not just a technology or feature, but something which matured into a platform
2. Something which is near ubiquitous at the turn of 2009 on the web or in the circle of geeks and people living on the edge, the innovators and early adopters who try things or grasp things early, the visionaries.
3. Something which already has significant inroads in the platform space with high-profile or low profile companies or associations using their service or building upon them.
4. Something which can already be useful in:
- Customer Relationship for enterprises
- Targeted Marketing or targeted advertising for enterprises or startups
- Behavioral Analytics, or just Analytics
- The Finance industry – Automated & Algorithmic trading
Today, Erick Schonfeld followed through with an article on the Top 10 IPO Candidates for 2010, but strangely omits Twitter, which Kedrosky mentioned.
As I wrote in this post about Twitter raising 35M USD from Google and Microsoft, Twitter has become a platform and checks all four points on the checklist above.
If they are not acquired, the two Technology companies whose IPOs I am looking forward to are:
and
For a contrarian view on none other than Forbes, read The Death of the IPO by Quentin Hardy.
I think many people underestimate the value of Twitter.
If Twitter has an IPO, would you buy it?
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