Francis Gaskins Quotes (19 Quotes)

If the business model doesn't work out, then it's bye-bye, Software.net.

Their rate of growth is high. A lot about investing is getting in the market segments where the rate of growth is high.

Some people would say Software.net looks suspiciously like the record business, but there is no customer loyalty in software it's all about price.

People will just walk away if they don't have a healthy income statement.

It's a small offering, and the losses don't bother me because they have a new product they're just starting to ship. I can see the consumer benefit.

This is just another in a long series of companies which are raising public money to pay AOL and Yahoo, who end up being the real winners, ... If this company goes public, it will definitely prove my theory that fund managers in general do not read prospectuses.

I would be surprised if there were significant appreciation. Whatever the premium is, three or four points ... because 85 percent of the company is still going to be coming, there is not much they can do to please the public on the upside.

It's clear that Cisco is going to be a long-term customer,

They do production drilling. In the U.S. and Canada, when the price of oil goes up, it increases demand for their services.

But bigger doesn't necessarily mean better -- or even good. If you combine a bunch of regional ISPs hemorrhaging money, then what do you have ... I'd say you have an unbranded management and financial nightmare.

The greed is back, that's always under the surface. The speculation is back and people are trying to get in before the stock triples.

Accelerated is in a really sweet space, ... They're a voice and data gateway.

They really busted into the big leagues. And accessing Web accounts over the phone is a good idea.

You don't see that in a company that's focused on internal growth.

It's a branded company that has been recycled and shuffled between private equity firms. They're a leader in the market, so they're tied to market growth, which is modest.

Eden has a product that's really neat. Like a number of companies (going public) now, they have a product that's just introduced and is coming out of beta testing or is ready for prime time.

On the face of it, it looks like it should be shorted -- not bought. It's the most arbitrary pricing I've ever seen.

They need to grow their customer base, ... They had a nice compound growth rate until you compare the March 1998 quarter with the March 1997 quarter. March 1998 sales are flat with the year-ago quarter. That's not a good sign in an intensely competitive industry.

On a strategic basis, big companies often are invested in protecting their market share and expanding from a big base. This leaves small market niches to be developed by companies that can understand and help grow 'under the radar' market niches. If the 'undiscovered niches' grow by leaps and bounds then shareholders reap big rewards.