David Menlow
David Menlow
group
They're a young group and they're getting it done the right way.
investor shift wholesale
There's been a wholesale shift in investor mentality.
bit feeding frenzy
There's a little bit of a feeding frenzy right now.
certainly curves revenue
This is certainly a very interesting offer, as the revenue curves on this have just skyrocketed.
behind enormous health market statement worst
This is an enormous statement about the health of the IPO market. The worst of the market is behind us.
flash focused market rather reality seeing versus
This is a market that has focused more on fundamentals rather than a flash in the pan. We are seeing reality versus perception.
delivery issue looking market moving perception promise reality versus
Our issue here is controlling delivery of voice-based data. This is nothing revolutionary ... but the market is moving from back to perception versus reality and looking at what promise do (the companies) have.
assets companies divisions investing looks public work
Underperforming assets are not going to work in the marketplace. Spin-offs used to be desirable. Now it looks like companies want to give to the investing public divisions that they can't do anything with.
company complain continue people stock vehicle view
People have to understand: As a shareholder, in general, they don't have any say in the company. People complain about it, but those who like what the company does will continue to view the stock as a vehicle for profits.
appearance definitely false gives market outward rebound signs
The IPO market gives the outward appearance of a rebound but that is a false sense of confidence. The market is firming up and there are definitely upgrades but not all the signs are clear.
active consider corporate deal talk
Institutions said, 'Maybe I'd consider it at $4,' and they try to put a deal together. They have to talk to corporate investors. They say, 'Here's the deal. What do you think?' It's an active negotiation.
field happens market news spite
In spite of all the news about how the semiconductor market is in trouble, this is about what happens in the background. This is a field that has worked.
appears company far growing increase percent question rates rather staggering top value
The company appears to be growing at some rather staggering rates as far as their top line. The big question now is if the 39 percent increase in the value of company is warranted.
coming companies lack market
These are companies that lack the sponsorship for these underwritings. They come to market many, many months, if not years, before they should be coming public.