David Menlow
David Menlow
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.
change definite market seeing
We are seeing a definite change in market sentiment.
energy favorite leadership looking market odds sector sleeping
We are looking for the energy sector to be the odds on favorite for market leadership that could reawaken the sleeping IPO giant.
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.
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.
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.
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.
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.
company complain continue people stock vehicle view
People have to understand: As a shareholder, in general, they don't have any say in the company. People complain about it, but those who like what the company does will continue to view the stock as a vehicle for profits.
cut investing public visible
You have to cut to do well now and show the investing public that there is a visible cut.
breathe point
We like the company, we like what they do, everything about it is great, but at some point you can't breathe too well at 43,000 feet.
distrust financial parent safe vein viewed
There is a vein of distrust in the marketplace for many big deals. They are viewed not as a safe haven, but a financial bailout for the issuers and the shareholders of the parent company.
assets companies divisions investing looks public work
Underperforming assets are not going to work in the marketplace. Spin-offs used to be desirable. Now it looks like companies want to give to the investing public divisions that they can't do anything with.
bottle caught company dictate lightning love price problem tremendous
You have to love the company itself. It caught lightning in a bottle and is a tremendous company. But where we have a problem is that emotionalism will now dictate the price of the stock.