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.

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

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.

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

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 been a wholesale shift in investor mentality.