Irv DeGraw
Irv DeGraw
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.
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 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.
gas market running
What's going on is the market running out of gas at the end of the week.
closet fed internet
They are a closet Internet company, much like Fed Ex.
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.
access computer growing hardcore maniac technology
Computer Access Technology is a real sleeper. They make engineering products, hardcore infrastructure, they are growing like a maniac and they are profitable.
deals few next strong week
This next week will be very, very quiet. Not only are there very few deals, but these are deals that wouldn't do well in a strong market.
miss people stock window
There's going to be a lot of disappointed people tomorrow. But the stock won't be doubled. If they do miss the window it won't be the end of the world.
number percent shares
I would like to think they can get in the 20 percent range, but with that number of shares it could be difficult.
company field leading lion major player western
Lion was not really too big a surprise. It's a major player in its field ... the leading company in Western Europe.
break deals last market next past run sector seen strength week
We haven't seen as many of those break through deals the past two weeks, and next week is going to be more of the same. But there's a lot more strength in the biotech market than the last two week's run on the sector would indicate.
company looking
We are not used to looking at a company this good.
behind giant player substance
Here comes a player that's got some substance behind them and it's not a giant deal.