David Menlow
David Menlow
behind enormous health market statement worst
This is an enormous statement about the health of the IPO market. The worst of the market is behind us.
active consider corporate deal talk
Institutions said, 'Maybe I'd consider it at $4,' and they try to put a deal together. They have to talk to corporate investors. They say, 'Here's the deal. What do you think?' It's an active negotiation.
coming companies lack market
These are companies that lack the sponsorship for these underwritings. They come to market many, many months, if not years, before they should be coming public.
delivery issue looking market moving perception promise reality versus
Our issue here is controlling delivery of voice-based data. This is nothing revolutionary ... but the market is moving from back to perception versus reality and looking at what promise do (the companies) have.
branch given individual job liked lower offering olive pressures pricing range seen
Personally, I would have liked to have seen it priced at the lower end of the range as an olive branch to the individual investors. But I think they did a superb job pricing it, particularly given the pressures they were under with an offering of this size.
investor shift wholesale
There's been a wholesale shift in investor mentality.
next rightly
Is it going to $53.25 or $33.25 in the next move? I would say it would be to the downside, and rightly so.
continue gap people problem stocks understand
It'll do well at the opening. The problem is people just need to understand that these are stocks that are not going to gap up and just continue to run.
appears company far growing increase percent question rates rather staggering top value
The company appears to be growing at some rather staggering rates as far as their top line. The big question now is if the 39 percent increase in the value of company is warranted.
flash focused market rather reality seeing versus
This is a market that has focused more on fundamentals rather than a flash in the pan. We are seeing reality versus perception.
appearance definitely false gives market outward rebound signs
The IPO market gives the outward appearance of a rebound but that is a false sense of confidence. The market is firming up and there are definitely upgrades but not all the signs are clear.
anybody attention deal door intel knocking liked media
It's a deal that we have liked from the beginning. Anybody who comes knocking on the door of Intel is going to get a lot of media attention and a lot of press.
aftermath amount continues higher left might money move sector start
As the sector continues to get hot, valuations start to move higher, so the amount of money the NYMEX would get is probably going to be higher in the aftermath of ICE. But there might not be as much left for investors.
field happens market news spite
In spite of all the news about how the semiconductor market is in trouble, this is about what happens in the background. This is a field that has worked.