It's behaving pretty much as we expected. We knew this one was going to go through the roof and it did. |
It's more than just networking. What they are doing is building Linux appliances, which has real cost-saving (potential) for Web site operators. They are looking to attack the market early and hard. That was the Netscape strategy and the Amazon.com strategy. |
It's not going to set the world on fire, but it's going to be a good deal. |
Lion was not really too big a surprise. It's a major player in its field ... the leading company in Western Europe. |
Retail investors are notorious for not getting paper filings because they are difficult to obtain. Most people buy something with no clue as to what they are buying. |
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. |
The gloss is off the China ISPs. |
The market has been in abstinence and here's the first IPO and (the market) is going to have a binge. This IPO is getting more reward than it would have gotten before. It is a 'me-too' business-to-business service firm. There are a lot of other companies out there like it. |
The market is just washed out right now. There's no rhyme or reason to the valuations. |
Their growth has been modest, but it's the one profitable company expected to come out this week. |
There's a pretty decent outlook for the longer term. But then there's $2 million in (annual) revenues - that's not going to do it. |
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. |
They are a closet Internet company, much like Fed Ex. |
They are in the right sector and it's a relatively small deal, so it should do okay. |
They have a phenomenal growth rate, attractive outlook, and an extraordinary cash burn. They are a momentum play at a time when the market is very skeptical about momentum plays. |