Irv DeGraw
Irv DeGraw
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.
age-and-aging knocked
This is a carryover that's already been knocked down and it didn't get any better with age.
closet fed internet
They are a closet Internet company, much like Fed Ex.
relatively sector small
They are in the right sector and it's a relatively small deal, so it should do okay.
attention company deal difficulty highly management pay risky superstar
They were having some difficulty getting this deal done because the company is very highly leveraged. It's a very risky deal, and if it weren't for the superstar management team, no one would pay attention to it.
behaving knew roof
It's behaving pretty much as we expected. We knew this one was going to go through the roof and it did.
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.
company fiber market pick safe
To pick a fiber optic company in the IPO market now is a safe bet.
rebound
With the rebound in the semiconductor industry, we think it'll do pretty well.