More recently, JVP has also been poking around in Asia, looking for business development opportunities on behalf of its portfolio companies. "Maybe in the next year or so we'll consider a direct investment or two," Margalit says.
The firm also announced Monday that it is sending JVP partner Glen Schwaber to head its Jerusalem office, while general partner Zeljka Matutinovic and senior associate Tal Lev, both in New York, will continue to work on optical and telecom deals.
And, while investment dollars continue to be poured into metropolitan area networks, Margalit says that JVP will be a bit contrary and think about what the next big core network technology will be. "A lot of people don't even want to go there because of the dominance of Cisco Systems Inc. [Nasdaq: CSCO] and Juniper Networks Inc. [Nasdaq: JNPR]," he says. "That area will come back in the next two years, so when you're building some of those systems companies now, you want to have disruptive technologies developed."
That contrarian approach has worked before. JVP funded Chromatis Networks before metropolitan DWDM technology was being widely used, and, though the company crumbled under Lucent Technologies Inc. (NYSE: LU), the acquisition paid off handsomely for JVP (see Lucent Catches Chromatis and Lucent Ditches Chromatis).
- Phil Harvey, Senior Editor, Light Reading
http://www.lightreading.com
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