But overall I see STRM as part of someone else's portfolio, that someone else being a larger media company. I think that the huge runs that came early in 1999 were a little early for the sector and set up this huge correction as well as the IPO rush. I think we're still in a volatile market that may cause some IPOs to examine their motives a little closer.
Good companies can always go public, it just gets harder to be heard above the noise.
Regarding the bottom of the market I think we're at a healthier pace now for sustainable valuations. The percents I see make sense vs. sheer frenzy. Thanks for the feedback. Even those at work may classify themselves this way and gravitate to the consumer brands for work-related offerings. Yet I foresee a tidal wave of B2B stocks coming.