David Menlow Quotations

Personally, I would have liked to have seen it priced at the lower end of the range as an olive branch to the individual investors. But I think they did a superb job pricing it, particularly given the pressures they were under with an offering of this size.

We were caught off guard by the opening premium.

Underperforming assets are not going to work in the marketplace. Spin-offs used to be desirable. Now it looks like companies want to give to the investing public divisions that they can't do anything with.

People have to understand: As a shareholder, in general, they don't have any say in the company. People complain about it, but those who like what the company does will continue to view the stock as a vehicle for profits.

Our issue here is controlling delivery of voice-based data. This is nothing revolutionary ... but the market is moving from back to perception versus reality and looking at what promise do (the companies) have.

There is a vein of distrust in the marketplace for many big deals. They are viewed not as a safe haven, but a financial bailout for the issuers and the shareholders of the parent company.

We are seeing a definite change in market sentiment.

We like the company, we like what they do, everything about it is great, but at some point you can't breathe too well at 43,000 feet.

You have to cut to do well now and show the investing public that there is a visible cut.

We are looking for the energy sector to be the odds on favorite for market leadership that could reawaken the sleeping IPO giant.

Is it going to $53.25 or $33.25 in the next move? I would say it would be to the downside, and rightly so.

We see the health care sector percolating, or at the risk of quoting a pun, we see a heartbeat in the sector.

As the sector continues to get hot, valuations start to move higher, so the amount of money the NYMEX would get is probably going to be higher in the aftermath of ICE. But there might not be as much left for investors.

This is a market that has focused more on fundamentals rather than a flash in the pan. We are seeing reality versus perception.

This is certainly a very interesting offer, as the revenue curves on this have just skyrocketed.

This is an enormous statement about the health of the IPO market. The worst of the market is behind us.

In spite of all the news about how the semiconductor market is in trouble, this is about what happens in the background. This is a field that has worked.

Institutions said, 'Maybe I'd consider it at $4,' and they try to put a deal together. They have to talk to corporate investors. They say, 'Here's the deal. What do you think?' It's an active negotiation.

The IPO market gives the outward appearance of a rebound but that is a false sense of confidence. The market is firming up and there are definitely upgrades but not all the signs are clear.

It'll do well at the opening. The problem is people just need to understand that these are stocks that are not going to gap up and just continue to run.

The initial talk was for $3.6 billion. Now we're talking a valuation of $2.8 billion.

The company appears to be growing at some rather staggering rates as far as their top line. The big question now is if the 39 percent increase in the value of company is warranted.

These are companies that lack the sponsorship for these underwritings. They come to market many, many months, if not years, before they should be coming public.

It's an unfortunate way of making a distribution model.

There's been a wholesale shift in investor mentality.

You have to love the company itself. It caught lightning in a bottle and is a tremendous company. But where we have a problem is that emotionalism will now dictate the price of the stock.

It's a deal that we have liked from the beginning. Anybody who comes knocking on the door of Intel is going to get a lot of media attention and a lot of press.

There's a little bit of a feeding frenzy right now.

They're a young group and they're getting it done the right way.