Newcastle I liked; I now hate it. It just looks like this thing is in trouble. |
Obviously KPMG is an old-line name, ... It's a really encouraging sign to see it trade to a premium like this. The deals up to now have been really spotty. |
Obviously KPMG is an old-line name. It's a really encouraging sign to see it trade to a premium like this. The deals up to now have been really spotty. |
People get crazy, and they lose sight of reality. |
Personally, I think this stinks, ... No one had chance to review this. They owe it to investors on the IPO to have an opportunity to review [these details] so that they can go forward with the investment. |
Personally, I think this stinks. No one had chance to review this. They owe it to investors on the IPO to have an opportunity to review [these details] so that they can go forward with the investment. |
Plus this is a Robertson Stephens deal and Robbie Stephens is on fire. |
Real estate is where it's at, |
Semiconductors have sort of come on in terms of the number of filings. Now we have to watch these things price in order to gauge if there's any life in this group. |
The biotech sector is just not proven. It gets started and then it fades. |
The company is cash hungry. |
There are a few star deals out there, ... These are a spark to the kindling and that's what we need. |
There were a lot of people putting weight in the IBM decision. But the first company to market with this wins. |
There's nothing out there in tech. It's so dry that it's not funny. |
They had two price reductions and a size reduction, ... It's like watching a fighter go down and then kicking him a few times. |