Thought this was interesting, and sort of on topic, maybe, for sharing on another quiet day.
http://www.theglobeandmail.com/globe-investor/after-twitter-wall-street-hunts-for-next-big-tech-ipo/article15373048/
Notice that all the companies are web based. No hardware companies considered. I also found the last line relevant.
“You never want to be in a situation where the market rewards you based only on momentum,”