Irv DeGraw
Irv DeGraw
boost looked number shares sold technology
This was really no surprise. They have breakthrough technology and even with the boost in the number of shares sold this looked good.
absolute
We see this thing as being an absolute rocket.
behind company last loony
Crayfish was the last of the real loony offerings. There was a company that really had nothing behind it.
behaving knew roof
It's behaving pretty much as we expected. We knew this one was going to go through the roof and it did.
deal early losing somewhat
That's a bruise, but not a deal breaker. But losing it when they did will put somewhat of a crimp in their early valuation.
good
It's not going to set the world on fire, but it's going to be a good deal.
attack building early linux looking market netscape potential site strategy web
It's more than just networking. What they are doing is building Linux appliances, which has real cost-saving (potential) for Web site operators. They are looking to attack the market early and hard. That was the Netscape strategy and the Amazon.com strategy.
relatively sector small
They are in the right sector and it's a relatively small deal, so it should do okay.
company room
It's an early-stage company but they have a lot of room to grow.
banking confusing fiction investment science throwing week
We're having a science fiction week in investment banking land. They're throwing so much out it's confusing the market.
company fiber market pick safe
To pick a fiber optic company in the IPO market now is a safe bet.
rebound
With the rebound in the semiconductor industry, we think it'll do pretty well.
appliances behind businesses companies ephemeral magic meat moving seeing smoke words
They've got all the magic words between appliances and Linux, but there is also some meat behind this. It's not just smoke and mirrors; it's a real business. We're seeing more and more of these companies moving away from ephemeral dot.com businesses and getting into real businesses.
attractive cash growth market momentum phenomenal skeptical time
They have a phenomenal growth rate, attractive outlook, and an extraordinary cash burn. They are a momentum play at a time when the market is very skeptical about momentum plays.