Francis Gaskins
Francis Gaskins
bother consumer losses product small starting
It's a small offering, and the losses don't bother me because they have a new product they're just starting to ship. I can see the consumer benefit.
secondary sell serious
This is just a warm-up for a big secondary (offering). If they were serious about selling, they'd sell more than 6 percent.
aol companies company definitely fund general goes managers money pay prove public raising series theory
This is just another in a long series of companies which are raising public money to pay AOL and Yahoo, who end up being the real winners, ... If this company goes public, it will definitely prove my theory that fund managers in general do not read prospectuses.
bounds companies developed expanding grow help invested leaps leaves market niches protecting reap share small strategic understand
On a strategic basis, big companies often are invested in protecting their market share and expanding from a big base. This leaves small market niches to be developed by companies that can understand and help grow 'under the radar' market niches. If the 'undiscovered niches' grow by leaps and bounds then shareholders reap big rewards.
clear
It's clear that Cisco is going to be a long-term customer,
growth investing market rate segments
Their rate of growth is high. A lot about investing is getting in the market segments where the rate of growth is high.
chance gives
It validates the sector, but it also gives you a chance to participate in the leader.
basically spent
They basically have already spent their IPO money.
coming companies eden introduced number prime product ready testing
Eden has a product that's really neat. Like a number of companies (going public) now, they have a product that's just introduced and is coming out of beta testing or is ready for prime time.
areas demand goes oil opens price service supply
As the price of oil goes higher, the demand for their service increases. It opens up new areas of supply for them.
customer looks loyalty people record
Some people would say Software.net looks suspiciously like the record business, but there is no customer loyalty in software; it's all about price.
against beast odd
This is an odd beast overall. There's a lot going against it.
expect offering price
I would expect this offering to be oversubscribed and (the price range) raised,
question
If they're profitable, they could go public. The question is, if they want to.