Telecom is absolutely a hot sector globally. A lot of sectors that are still stagnant in U.S. markets are doing well internationally. |
That's going to be the one to watch. If you look at college students, everyone's online. |
The dynamics of an IPO, especially one with the hype like this one, is always hard to predict right out of the gate. But this is a great company. It's one a lot of institutions are going to want to invest in. |
The human capital sector is very hot. But . . . the market may value this deal as a consulting firm instead of a human capital firm. That's just not the best sector right now. People have the perspective that it's not the most profitable industry. |
The interesting thing is that they seem to be developing pretty decent brand recognition among consumers. It does show that there is some demand for more non-infrastructure issues. |
The main thing I'm looking at is I expect this to stay on the calendar. If it were a high-tech company it would be up in the air. |
The market for tech deals is sort of on-again, off-again, so you've got to look at the fundamentals that they have decent revenue for a company this size. |
The market is so cautious right now and so shaky that if you don't have all those perfect scenarios, then you will trade at your IPO price. |
Their technology is pretty all encompassing. Not only does it have broadband but optical networking. |
There really hasn't been anything to compare it to. |
They are coming out at the right time in the market. |
They are definitely in the right segment right now. |
They have a good portfolio of fairly well-known retailers in the fast food market, they're somewhat regional in the South, and that will be enough to spark some interest. But it's not a deal that will see any sort of price movement. |
They're a very solid company and it looks like they're getting good demand. |
They've been around for many years. Monsanto is a staple company with lots of fundamentals and an interesting deal. |