Invested in 2000. Realized that the company's "vertical" we make the whole widget strategy with its Mac was ideal for delivering what consumers would want in a future of multiple digital devices (eg: iPod, cell phones, other devices, iTV, etc.) And because in such a complex world "simple" rules over the sum of features.

Invested in 2001. Liked the company's products and remote e-mail centric focus. Saw benefit down road with enterprise connectivity.

Chips are going to be everywhere and MIPS makes advanced power-efficient RISC processors. I'm also invested in ARM for the same reasons.

Originally invested in 2000. Great brand, Palm OS was way ahead and had the apps and was simple, and Treo showed great promise. Now company needs to focus or I'll dump eventually.