GA's George: just one public company has successfully shifted from onpremise to SaaS - Adobe Systems ADBE "It's very difficult." #tech2015

We'll see backlog of tech IPOs come thru in middle of 2015. Estimated 50-100 companies lined up, William Blair MD Todd Speece says #Tech2015

Tech IPO market quiet till now. Just 48 IPOs in 2014 vs. 309 in 1999 bubble. #Tech2015

The liquid private funding mkt is fantastic for co's needing to build business before public limelight-TrueCar's Michael Guthrie #Tech2015

This is a"real-time dynamic beast"where any spike in volatility causes $flow from growth co's to safer bets-Beau Bohm, Wells Fargo #Tech2015

Depressed storage co values are "catnip" for activists. Six of the 7 listed storage co's had activists-John Metz of Credit Suisse #Tech2015

I would've fought less long if (advisors) understood all I wanted was what was best for shareholders-Jerry Kennelly, Riverbed CEO #Tech2015

After 2 months I realized my advisor and activists thought I wanted to fight to the death, but it's just business-Jerry Kennelly #Tech2015

For the next 2mths I'll travel around the world to assure employees and customers.A take private is a period of turmoil- Kennelly #Tech2015

You see a large amount of pre-work by activists to assess PE interest -Metz #Tech2015

The numbers we see are crazy. Leverage limits keep transactions near 12x EBITDA, with 4-5 turns of equity, 7turns of debt - Metz. #tech2015

As an activist, I give more weight to execs who owns 5% than management that sells stock regularly and owns little-Daniel Plants #tech2015

Institutional investors more willing "not to push back" on activists, which speaks volumes -Metz #tech2015

As an activist you are really almost doing a public service for institutional investors in term of increasing returns- Plants #tech2015

I might look at my asset allocations and throw some in with the activists - Kennelly of Riverbed #tech2015

Genesys re-ignites sale process, took refresh bids via Qatalyst. Permira, bidders try to narrow price gap. With LouiseBleakleydR

Story for @dealreporter - a look at possible role of DE discounts in $DISH $TMUS bid, w/ Ed Mullane Tong Zhang LouiseBleakleydR

Ancestry.com suitors to submit advanced round of bids later this month, sources tell Dealreporter. With Bhavna Kaul

SCOOP W/ LouiseBleakleydR - WINDSTREAM $WIN IN PROCESS TO CARVE OUT, SELL HOSTED SOLUTIONS

EBITDA, valuation range and more on $WIN scoop w/ LouiseBleakleydR available on Dealreporter