Francis Gaskins
Francis Gaskins
arbitrary face looks pricing
On the face of it, it looks like it should be shorted -- not bought. It's the most arbitrary pricing I've ever seen.
aol guys took
I think AOL took these guys to the cleaners,
chance deserve
It doesn't deserve to be public, and wouldn't have a chance if Peapod weren't already out there,
question
If they're profitable, they could go public. The question is, if they want to.
business model work
If the business model doesn't work out, then it's bye-bye, Software.net.
areas demand goes oil opens price service supply
As the price of oil goes higher, the demand for their service increases. It opens up new areas of supply for them.
healthy income people walk
People will just walk away if they don't have a healthy income statement.
company four percent please points premium public surprised three whatever
I would be surprised if there were significant appreciation. Whatever the premium is, three or four points ... because 85 percent of the company is still going to be coming, there is not much they can do to please the public on the upside.
expect offering price
I would expect this offering to be oversubscribed and (the price range) raised,
coming companies eden introduced number prime product ready testing
Eden has a product that's really neat. Like a number of companies (going public) now, they have a product that's just introduced and is coming out of beta testing or is ready for prime time.
company focused internal
You don't see that in a company that's focused on internal growth.
anyone area broadband hot selling sells top
They're in a hot area and they're selling to top customers. Anyone is hot that sells to broadband markets.
anybody brutally buy companies grow market niche
They're in a brutally competitive market. I'm not going to buy anybody that's not a market leader. They say they're going to grow by acquisitions, but I don't know how many little niche companies are out there that they can grow.
against beast odd
This is an odd beast overall. There's a lot going against it.