Irv DeGraw
Irv DeGraw
deal good hope scholars-and-scholarship solid
If you're a good deal you're going to get done. If you're not a good, strong, solid deal, there's no hope for you.
area commodity highly industry quickly
This is a highly competitive area -- it's a commodity business. The industry is very quickly getting over capacity.
affect confusing investor likely lost name people prefer relations small stock symbol
A confusing symbol or name will affect the stock if people don?t know it. It?s a little more likely it will get lost when doing research. As an investor relations guy, you want every small thing in your favor. As an investor, I?d much prefer AT&T being ATT.
deal early losing somewhat
That's a bruise, but not a deal breaker. But losing it when they did will put somewhat of a crimp in their early valuation.
good left life networking optical production second
I think there's still some life left in these second-tier optical networking sector. And by (saying) second tier I'm not being disparaging. They don't have breakthrough technology; they're just good production people.
closer deal fair jump million pricing share
If this were a 10 million share deal you'd see it jump all over the place, even in this market. With a deal of this size, pricing is much closer to fair market.
boost looked number shares sold technology
This was really no surprise. They have breakthrough technology and even with the boost in the number of shares sold this looked good.
break deals last market next past run sector seen strength week
We haven't seen as many of those break through deals the past two weeks, and next week is going to be more of the same. But there's a lot more strength in the biotech market than the last two week's run on the sector would indicate.
absolute
We see this thing as being an absolute rocket.
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.
company looking
We are not used to looking at a company this good.
company fiber market pick safe
To pick a fiber optic company in the IPO market now is a safe bet.
banking confusing fiction investment science throwing week
We're having a science fiction week in investment banking land. They're throwing so much out it's confusing the market.
rebound
With the rebound in the semiconductor industry, we think it'll do pretty well.