With the tech IPO calendar filling up, it was good to see Marc Andreessen sit down for the Wall Street Journal’s weekly Big Interview. Andreessen was a founder of Netscape, the first big IPO of the dot.com bubble days. Now he sits on the board of Facebook, eBay, and HP. And his firm Andreessen Horowitz is an investor in many of the big name Web 2.0 companies like Facebook, LinkedIn, Groupon and Zynga.
Andreessen believes companies like Google and Apple are undervalued because "the market doesn’t like tech." In his view, the recent popularity of tech companies does not constitute a bubble. Instead, he sees a market that is starved for growth.