Michael Dell: The Next John Doerr?
January 9th, 2009Michael Dell has made money the old fashioned way -- by building a highly profitable company that sells actual products.
Lately, though, he's been moonlighting as a Net venture capitalist. His firm is called MSD Capital LP (yes, that stands for Michael S. Dell). He kicked-in a cool $1 billion to launch it last year, according to The Wall Street Journal.
What does he like? Basically, it is business-to-business and infrastructure. Investments include such names as Top Layer (develops network switch technology), Internet Capital Group (ICGE) (the B2B incubator) and Cerent (more on this below). Dell also likes companies that sell directly to consumers, such as CarsDirect.com.
ISDEX in the Past Week
Net stocks have been steadily erasing the big losses sustained in the past few months. The ISDEX, in the past week, rose 7.36% -- with the biggest gainers from the Net leaders, such as Amazon.com (AMZN) , DoubleClick (DCLK) , and Ariba (ARBA) . Here's a look:
ISDEX (r) |
26-Aug-99 |
% change |
|
The Internet Stock Index |
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www.isdex.com |
20-Aug-99 |
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ISDEX |
508.77 |
7.36% |
|
NASDAQ |
2774.62 |
4.78% |
|
DJIA |
11198.45 |
1.01% |
|
Amazon.com |
AMZN |
128.56 |
13.33% |
American Online |
AOL |
100.44 |
5.52% |
Ariba |
ARBA |
134.5 |
20.76% |
At Home |
ATHM |
40.75 |
8.12% |
Axent Technologies |
AXNT |
13.38 |
1.90% |
Broadcom Corp |
BRCM |
133.5 |
8.64% |
Broadvision |
BVSN |
102.88 |
7.45% |
Beyond.com Corp |
BYND |
16.84 |
9.07% |
CDNow Inc. |
CDNW |
14.88 |
-4.00% |
Checkpoint Software |
CHKP |
76.75 |
9.74% |
CMGI Inc |
CMGI |
87.31 |
9.22% |
Concentric Networks |
CNCX |
22.13 |
-3.28% |
CNET Inc. |
CNET |
40.38 |
8.40% |
Cisco |
CSCO |
68.94 |
7.50% |
Cybercash |
CYCH |
9.13 |
0.44% |
Doubleclick |
DCLK |
105.94 |
16.49% |
eBay |
EBAY |
128.44 |
4.42% |
E*TRADE GROUP |
EGRP |
27.75 |
4.48% |
Earthlink Networks |
ELNK |
48.31 |
5.87% |
Exodus Communications |
EXDS |
86.25 |
14.42% |
Go2Net Inc. |
GNET |
67.38 |
-0.46% |
Healtheon |
HLTH |
37.38 |
6.62% |
Inktomi Corp |
INKT |
115.06 |
1.37% |
Infospace.com |
INSP |
44.69 |
2.59% |
ISS Group |
ISSX |
25 |
3.09% |
iVilliage Group |
IVIL |
42.88 |
3.33% |
Juniper |
JNPR |
215.31 |
5.22% |
Lycos Inc. |
LCOS |
43.44 |
-1.56% |
Mindspring |
MSPG |
31.56 |
4.99% |
Network Associates |
NETA |
15.94 |
-2.27% |
Network Solutions |
NSOL |
65.44 |
7.28% |
Open Market Inc. |
OMKT |
12.25 |
0.49% |
Onsale Inc. |
ONSL |
15.31 |
-6.87% |
Priceline.com |
PCLN |
72.63 |
7.20% |
Prodigy Comm Inc. |
PRGY |
21.5 |
7.50% |
PSINet |
PSIX |
51.38 |
12.77% |
Preview Travel |
PTVL |
17 |
1.13% |
RealNetworks |
RNWK |
85.5 |
5.71% |
Secure Dynamics |
19.38 |
-3.10% |
|
Infoseek Corp. |
SEEK |
32 |
1.78% |
Security First |
SONE |
40.25 |
13.38% |
Sportsline USA |
SPLN |
27.63 |
34.39% |
StarMedia |
STRM |
42.88 |
-7.55% |
24/7 Media Inc. |
TFSM |
36 |
18.27% |
TicketMaster-City Search |
TMCS |
28.13 |
-1.30% |
USWeb Corp |
USWB |
21.63 |
3.00% |
Verio Inc. |
VRIO |
38.5 |
-45.68% |
Verisign Inc. |
VRSN |
110.5 |
27.10% |
Xoom.com Inc. |
XMCM |
38.5 |
-13.25% |
Yahoo Inc. |
YHOO |
152.69 |
5.30% |
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