Irv DeGraw
Irv DeGraw
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.
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.
closet fed internet
They are a closet Internet company, much like Fed Ex.
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.
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.
age-and-aging knocked
This is a carryover that's already been knocked down and it didn't get any better with age.
appliances behind businesses companies ephemeral magic meat moving seeing smoke words
They've got all the magic words between appliances and Linux, but there is also some meat behind this. It's not just smoke and mirrors; it's a real business. We're seeing more and more of these companies moving away from ephemeral dot.com businesses and getting into real businesses.
buy five four stock
This is the kind of stock you buy and put away and in four or five years you'll be very happy.
behaves concerned positive surprised
This is a wait-and-see for us. We are not surprised by a positive first day but are most concerned with how it behaves after the first day.
outside proven reasonably successful
This is a reasonably priced deal, but they have not proven they can be successful outside New York.
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.
surprise unclear
This is the big surprise of the day, but it's unclear why it's happening.
company deal turn
This deal is really speculative, but the company has enough breakthrough to turn out OK.
afraid deals gets happening happens lost market shuffle
This always happens when the market gets flooded. I'm afraid a lot of these deals are getting lost in the shuffle and this is what is happening with Western.