PORTFOLIODATA NETWORKING / WIRELINE EQUIPMENT

Celox NetworksCarrier class IPservices/aggregation platformhttp://www.celoxcom.com/

Neura CommunicationsVoice over IPgateway / softswitchhttp://www.nuera.com/

INTERNET / NEW MEDIA

CitadonConstruction industry portal http://www.citadon.com/

NewMarkets InternationalForeign Exchange Servicesvia Leading-Edge Technologyhttp://newmarkets.com/

Shoptalk NetworksVoice application provider http://www.shoptalknetworks.com/

SporTVisionBroadcast enhancementshttp://www.sportvision.com/

ENTERPRISE SOFTWARE

Guidewire SoftwareEnterprise applications forfinancial institutionshttp://www.guidewire.com/

Extricity (Peregrine Systems)Enterprise application integrationhttp://www.extricity.com/

Informatica(Nasdaq: INFA)Data mart/analyticshttp://www.informatica.com/

Intraspect SoftwareCollaboration softwarhttp://www.intraspect.com/

iSpheresMeta application frameworkhttp://www.ispheres.com/

MoonlightSoftware managementsolution for data centershttp://www.moonlight.com/

netDialog(Kana Communications)Customer relationship management http://www.kana.com/

PlacewareWeb conferencing ASPhttp://www.placeware.com/

Rely SoftwareGlobal Transportation ManagementSoftware for Process Manufacturershttp://www.relysoftware.com/

TeleSymVoice over IPsoftwarehttp://www.telesym.com/

Versata(Nasdaq: VATA)Business rule automationhttp://www.versata.com/

Weblogic (Bea Systems)Java application serverhttp://www.bea.com/

ENTERPRISE HARDWARE

BrocadeCommunications Systems(Nasdaq: BRCD)Fibre channel switchhttp://www.brocade.com/

Infinicon SystemsShared I/O Systems http://www.infiniconsys.com/

Neoscale SystemsIntegrated storage networking systems http://www.neoscale.com/

NetScalerWeb transaction management http://www.netscaler.com/

SonicWall(Nasdaq: SNWL)Security applianceshttp://www.sonicwall.com/

10600 N. De Anza Blvd. Suite 100, Cupertino, CA 95014408 725 2444 | 408 446 4502 (FAX) | partners@baypartners.com

PORTFOLIOINTERNET INFRASTRUCTURE SOFTWARE / SERVICES

Concord Communications(Nasdaq: CCRD)Network management softwarehttp://www.concord.com/

Digital Island(Nasdaq: ISLD)Content delivery network http://www.digitalisland.com/

eConvergenteCRM software/services http://www.econvergent.com/

Euclid Network SystemsManaged ebusiness services http://www.euclidnet.com/

Exodus Communications(Nasdaq: EXDS)Web hosting/data centershttp://www.exodus.com/

JamcrackerASPaggregation platform http://www.jamcracker.com/

PeakstoneCapacity utilization/management http://www.peakstone.com/

TealeafWeb Application Management Solutionhttp://www.tealeaf.com/

TelenisusManaged ebusiness services(security/storage)http://www.telenisus.com/

SEMICONDUCTORS / COMPONENTS

AmmoCoreSolutions for large-scale Systems ICshttp://www.ammocore.com/

Boxer CrossIn-line metrology capital equipmenthttp://www.boxercross.com/

Capella PhotonicsOptical ADM subsystemshttp://www.capellaphotonics.com/

Magis NetworksWireless home networking chipsethttp://www.magisnetworks.com/

Megasense, Inc.MEMS optical componentshttp://www.megasense.com/

NeoPhotonicsNano enabled optical components http://www.neophotonics.com/

NetBoost (Intel)Policy management chipset http://www.netboost.com/

TeraBlazeHigh speed switch fabric chipsethttp://www.terablaze.com/

WIRELESS EQUIPMENT

IPWirelessHigh Speed Wireless Equipmenthttp://www.ipwireless.com/

LittlefeetIntelligent Wireless Coverage Systemshttp://www.littlefeet-inc.com/

WavTraceBroadband Wireless Access Equipmenthttp://www.wavtrace.com/

WhereNetWireless Asset Tracking Solutionshttp://www.wherenet.com/

WIRELESS SOFTWARE

AirFlashWireless portal, location based services http://www.airflash.com/

JarnaReal time information sharinghttp://www.jarna.com/

PixoHandset operating system software,microbrowserhttp://www.pixo.com/

Thinque SystemsMobile enterprise application frameworkhttp://www.thinque.com/

Transat TechnologiesWireless data communicationstechnology solutions http://www.transat-tech.com/

10600 N. De Anza Blvd. Suite 100, Cupertino, CA 95014408 725 2444 | 408 446 4502 (FAX) | partners@baypartners.com