Irv DeGraw
Irv DeGraw
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.
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.
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.
expecting gain modest
I'm expecting a modest first day ... gain of 5 to 15 percent.
apply cut deals guarantee guys
I guarantee these guys cut deals that apply for years.
company room
It's an early-stage company but they have a lot of room to grow.
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.
company expected growth profitable
Their growth has been modest, but it's the one profitable company expected to come out this week.
relatively sector small
They are in the right sector and it's a relatively small deal, so it should do okay.
gas market running
What's going on is the market running out of gas at the end of the week.
looks seen stars week
This week has more stars in it than we've seen in a long time. It looks like the market's back.
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.
companies extremely february weak
February is going to be an extremely weak month. But some of the companies that go out are going to be a lot more interesting and a lot more valuable.