Ben Holmes
Ben Holmes
Ben Holmeswas an American film director and screenwriter. He directed 56 films and wrote for 35...
couple deals step wait
Two deals don't make a trend. We have to step back and wait a couple of days.
attracted fence pricing reasonable saw until
We were on the fence until we saw the pricing and that's what attracted us. It's a reasonable discount.
deals obviously premium sign trade
Obviously KPMG is an old-line name. It's a really encouraging sign to see it trade to a premium like this. The deals up to now have been really spotty.
deals obviously premium sign trade
Obviously KPMG is an old-line name, ... It's a really encouraging sign to see it trade to a premium like this. The deals up to now have been really spotty.
deal plus
Plus this is a Robertson Stephens deal and Robbie Stephens is on fire.
hate looks newcastle
Newcastle I liked; I now hate it. It just looks like this thing is in trouble.
debt liked proceeds reducing seen
I would have liked to have seen more of the proceeds go to reducing their debt load.
gauge life number order price sort terms watch
Semiconductors have sort of come on in terms of the number of filings. Now we have to watch these things price in order to gauge if there's any life in this group.
area believe bet connected growing growth largest networking single
Networking is the single largest area of growth in this economy. Everything is connected at some point. If you believe the networked world is growing then you have to bet on these networking plays.
area believe bet connected growing growth largest networking single
Networking is the single largest area of growth in this economy, ... Everything is connected at some point. If you believe the networked world is growing then you have to bet on these networking plays.
dry
There's nothing out there in tech. It's so dry that it's not funny.
growing pay present price rate small
Is it pricey? Probably. But it may be a small price to pay if they keep growing at their present rate or even faster.
lose people sight
People get crazy, and they lose sight of reality.
banks declining difficult horrible investment posting recent record road saying sell tough
It would be difficult to sell it with their most recent period, which is a horrible result. Goldman Sachs is probably saying that this would be a tough story to tell on the road when you have a declining business, when the other investment banks are posting record numbers.