Irv DeGraw
Irv DeGraw
behaves concerned positive surprised
This is a wait-and-see for us. We are not surprised by a positive first day but are most concerned with how it behaves after the first day.
handle prepared squeezed
They're not prepared to handle this kind of volume, and they got squeezed out by the big guys.
decent longer million outlook
There's a pretty decent outlook for the longer term. But then there's $2 million in (annual) revenues - that's not going to do it.
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.
relatively sector small
They are in the right sector and it's a relatively small deal, so it should do okay.
affect confusing investor likely lost name people prefer relations small stock symbol
A confusing symbol or name will affect the stock if people don?t know it. It?s a little more likely it will get lost when doing research. As an investor relations guy, you want every small thing in your favor. As an investor, I?d much prefer AT&T being ATT.
attention company deal difficulty highly management pay risky superstar
They were having some difficulty getting this deal done because the company is very highly leveraged. It's a very risky deal, and if it weren't for the superstar management team, no one would pay attention to it.
age-and-aging knocked
This is a carryover that's already been knocked down and it didn't get any better with age.
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.
behind company last loony
Crayfish was the last of the real loony offerings. There was a company that really had nothing behind it.
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.
outside proven reasonably successful
This is a reasonably priced deal, but they have not proven they can be successful outside New York.
deal early generation next solid utility
This is the early salvo of the next generation of utility firms. It's a pretty big deal but should still have a pretty solid debut.