Safeguard Scientifics, i2 Technologies and Merrill Lynch's Internet Infrastructure trust, which includes companies such as VeriSign and Inktomi, round out Jehangir's Internet exposure.
The three big rules of research, as they were taught to me in high school, are pay attention to source bias, never trust the Internet (especially Wikipedia), and remember that statistics can be misleading.
Not only could you trust a hustler with a few flameouts to understand the emerging contours of the post-Internet industrial landscape, you could trust him (and it is still mostly him) to have developed a set of good relationships for hiring and business development.