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. |
They're not prepared to handle this kind of volume, and they got squeezed out by the big guys. |
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. |
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. |
This deal is really speculative, but the company has enough breakthrough to turn out OK. |
This is a carryover that's already been knocked down and it didn't get any better with age. |
This is a classic Internet company and they will be burning cash like there's no tomorrow. But the deal is programmed to explode on its first day with 3.5 million shares priced between $12 and $14. |
This is a highly competitive area -- it's a commodity business. The industry is very quickly getting over capacity. |
This is a reasonably priced deal, but they have not proven they can be successful outside New York. |
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. |
This is the big surprise of the day, but it's unclear why it's happening. |
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. |
This is the kind of stock you buy and put away and in four or five years you'll be very happy. |
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. |
This was really no surprise. They have breakthrough technology and even with the boost in the number of shares sold this looked good. |