The market is just washed out right now. There's no rhyme or reason to the valuations.

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.

Investors are only buying 16 percent of the company and the remaining will be held by Eaton. That's a pretty severe problem.

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.

I guarantee these guys cut deals that apply for years.

I'm expecting a modest first day ... gain of 5 to 15 percent.

Their growth has been modest, but it's the one profitable company expected to come out this week.

They are in the right sector and it's a relatively small deal, so it should do okay.

It's behaving pretty much as we expected. We knew this one was going to go through the roof and it did.