Sexy IPOs Versus SaaS-y IPOs

By Stone Fox Capital:Any investor paying attention should know this last week was the busiest IPO week in the U.S. in years. The slate was headlined by well-known Facebook game maker Zynga (ZNGA), with secondary focus on Jive Software (JIVE) and luxury retailer Michael Kors (KORS). The rest of the IPO's had limited focus.

By TechCrunch: By Alexia Tsotsis (click to enlarge) Wednesday morning at D10 KPCB, analyst Mary Meeker showed a pretty definitive slide about the current state of the public markets with regards to tech companies. "The private market is in a bubble," Meeker said, "We have a $1 billion fund, and didn't invest once in Q1 because the valuation's too crazy."

By Kevin Quon:The recent frenzy behind the social media IPO spree that saw the launches of well-known Internet giants like Pandora (P), LinkedIn (LNKD), Groupon (GRPN), Angie’s List (ANGI), Zynga (

By Erick Schonfeld: Why are tech IPOs such a big disappointment this year? The latest IPO, Zynga (ZNGA), is trading down from its Friday debut (currently around $9 versus its first IPO trade at $11). It’s not just Zynga or the overall market (which is also down).

By Robert Broens: The opportunity window to go public appears to be still open despite dramatic corrections in LinkedIn (LNKD) and Groupon (GRPN), 2 high-profile names who went public earlier this year. On Thuesday reports suggested Facebook was planning an IPO for the beginning of 2012.

By Market Blog: By David Berman

Jeffrey Keene submits: KEY POINTS Overlooked stock No change in fundamental picture – revenue story in place One of the most forward-looking software companies Six areas of potential revenue growth o Further penetrating the enterprise market

Jeffrey Keene submits:As I recently wrote that I believe Concur (CNQR) has been wrongly overlooked by investors over the past year. The firm remains one of the fast growing software-as-a-service names, faces little to no competition, and serves a greenfield market opportunity.