The question with Iridium is it's an infrastructure play. These things generally need more capital than is planned.

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Unless we have six months of a healthy market, generally the IPO window does not open up. At this point, it doesn't look very favorable.

157

I expect the revenues to increase enormously over the next three to five years -- maybe at a pace of 10 percent a month at least. But the earnings will remain under pressure, and I think there will be quarters when they will not be able to make money.

127

Consolidation has a long way to go in Napa Valley. They can triple their revenue over the next three years. The stock is not cheap but it's for someone looking for a pure-play Napa Valley wine company.

104