Felicis Ventures Relational Map. Notes: (1) Investment ties to Web 2.0 companies Dogster, BuzzLogic, RapLeaf, & Feedster; (2) Co-Investor Ties to Web 2.0 Top Angels Gil Penchina, Ron Conway, & Jeff Clavier. The above map references the last map on our CapitalBLOG post combining Top Web 2.0 Angels w/ VC Firms.
Relational Map of Aruba Networks. Notes: (1) Public company ties to Sequoia and Matrix (Apple & SanDisk); (2) Public company tie to Daniel Warmenhoven (Network Appliance CEO). Reference CapitalBLOG post (2/7/07) comparing Aruba to BigBand and GluMobile (recent IPOs).
Commentary: I remain bullish on Aruba upon their IPO (realize that I am no expert on stock speculation). Given the initial high value of IPOs for BigBand and GluMobile (despite having posted similar losses), Aruba seems in better position based on their investment pedigree - irrational markets call for irrational methods. Certainly, I do not suggest that Aruba will perform well over the long haul, but trends indicate that it should perform well at IPO. We’ll see what happens on Monday.
Update: Aruba raised $88M on $8M shares for $11/share. compared with the estimated forecast range of $8-$10/share.