Francis Gaskins
Francis Gaskins
question
If they're profitable, they could go public. The question is, if they want to.
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.
chance deserve
It doesn't deserve to be public, and wouldn't have a chance if Peapod weren't already out there,
company four percent please points premium public surprised three whatever
I would be surprised if there were significant appreciation. Whatever the premium is, three or four points ... because 85 percent of the company is still going to be coming, there is not much they can do to please the public on the upside.
expect offering price
I would expect this offering to be oversubscribed and (the price range) raised,
healthy income people walk
People will just walk away if they don't have a healthy income statement.
arbitrary face looks pricing
On the face of it, it looks like it should be shorted -- not bought. It's the most arbitrary pricing I've ever seen.
electronic group popularity sector stocks taken
It's expensive, but a lot of the other stocks in the sector have been pricey. The whole group has really taken off and a lot of it is because of the popularity of electronic trading.
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.
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.
clear
It's clear that Cisco is going to be a long-term customer,
branded company equity leader market private recycled tied
It's a branded company that has been recycled and shuffled between private equity firms. They're a leader in the market, so they're tied to market growth, which is modest.