David Menlow
David Menlow
energy favorite leadership looking market odds sector sleeping
We are looking for the energy sector to be the odds on favorite for market leadership that could reawaken the sleeping IPO giant.
change definite market seeing
We are seeing a definite change in market sentiment.
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.
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.
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.
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.
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.
aftermath amount continues higher left might money move sector start
As the sector continues to get hot, valuations start to move higher, so the amount of money the NYMEX would get is probably going to be higher in the aftermath of ICE. But there might not be as much left for investors.
branch given individual job liked lower offering olive pressures pricing range seen
Personally, I would have liked to have seen it priced at the lower end of the range as an olive branch to the individual investors. But I think they did a superb job pricing it, particularly given the pressures they were under with an offering of this size.
bottle caught company dictate lightning love price problem tremendous
You have to love the company itself. It caught lightning in a bottle and is a tremendous company. But where we have a problem is that emotionalism will now dictate the price of the stock.
cut investing public visible
You have to cut to do well now and show the investing public that there is a visible cut.
care health heartbeat quoting risk sector
We see the health care sector percolating, or at the risk of quoting a pun, we see a heartbeat in the sector.