I think there's still some life left in these second-tier optical networking sector. And by (saying) second tier I'm not being disparaging. They don't have breakthrough technology; they're just good production people.
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.
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.
If you're a good deal you're going to get done. If you're not a good, strong, solid deal, there's no hope for you.
They are a closet Internet company, much like Fed Ex.
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.
I'm expecting a modest first day ... gain of 5 to 15 percent.
With the rebound in the semiconductor industry, we think it'll do pretty well.
Crayfish was the last of the real loony offerings. There was a company that really had nothing behind it.
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.
