Corey Ostman
Corey Ostman
deal fairly fast food good portfolio price regional retailers somewhat sort spark
They have a good portfolio of fairly well-known retailers in the fast food market, they're somewhat regional in the South, and that will be enough to spark some interest. But it's not a deal that will see any sort of price movement.
deal huge movement price size sort
For the size of the deal, it did fantastic. That's a huge deal so to get any sort of price movement is great.
footing provide sort
If we see more techs do well this will provide some sort of a footing for the IPO market.
hearing interested moderate reasonably sorts
Institutions are always interested in hearing about these sorts of deal. They could do reasonably well and see a moderate pop.
company deals decent market revenue sort tech
The market for tech deals is sort of on-again, off-again, so you've got to look at the fundamentals that they have decent revenue for a company this size.
gets given last market slow slower start year
Every year the IPO market gets off to a slow start, and given last year's performance, it should get off to an even slower start this year.
again good last reasonably run technology wait
Technology had a reasonably good run on the Nasdaq last weekend, but once again it's really wait and see how they price.
Just because of Andreessen, this will get institutions interested.
market wants
Semiconductors are not what the market wants to see right now.
coming deals lower price since stick terms
Since we're coming out of a gap, we would like to see the deals stick with their price ranges. This would show they didn't lower their terms to get the institutions to bite.
demand odyssey unknown
Odyssey is in wait-and-see mode. It's kind of unknown what the institutional demand will be.
This will be very interesting to watch. B2C is still very much out of favor.
huge million sales shares
With 360 million shares you have to (have a huge sales force).
bring careful deals opportunity waiting
Underwriters are very careful now in how they bring their deals out. They're just waiting for the opportunity to bring their deals forward.