The Oct. 22 initial public offering of Sycamore Networks, an optical networking company, clinched it.

FORBES: Photon Valley

Smith is the president and chief executive of Sycamore Networks, a maker of hardware for optical-data networks.

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The Oct. 22 IPO of Sycamore Networks, an optical networking company, clinched it.

FORBES: Photon Valley

One of its biggest hits is Sycamore Networks of Chelmsford, Mass.

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Anderson's firm and Matrix Partners have invested in 28 deals together, including Cascade Communications and Sycamore Networks (nasdaq: SCMR - news - people ).

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Fund manager Rajiv Kaul has focused on a handful of relatively new companies, including high-speed router maker Juniper Net (nasdaq: JUNI) at 8.98% of holdings, semiconductor manufacturer JDS Uniphase (nasdaq: JDSU - news - people) at 6.09% and optical networking vendor Sycamore Networks (nasdaq: SCMR - news - people) at 3.14%.

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