Technology >> Analyst Interviews >> November 13, 2000

Internet Infrastructure: Philip Rueppel – Deutsche Banc Alex. Brown

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 pertinent

to the valuation of the Internet infrastructure platforms group? What

are the issues that will determine value and