David Menlow
David Menlow
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.
anybody attention deal door intel knocking liked media
It's a deal that we have liked from the beginning. Anybody who comes knocking on the door of Intel is going to get a lot of media attention and a lot of press.
It's an unfortunate way of making a distribution model.
bit feeding frenzy
There's a little bit of a feeding frenzy right now.
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.
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.
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.
next rightly
Is it going to $53.25 or $33.25 in the next move? I would say it would be to the downside, and rightly so.
continue gap people problem stocks understand
It'll do well at the opening. The problem is people just need to understand that these are stocks that are not going to gap up and just continue to run.
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.
initial talk talking
The initial talk was for $3.6 billion. Now we're talking a valuation of $2.8 billion.