ReSourcePhoenix.com, Inc. (RPCX) Message Board

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Technology Stocks : ReSourcePhoenix.com, Inc. (RPCX)

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To: Rupert who wrote (15)	12/6/1999 12:36:00 AM
From: Rupert	Read Replies (1) of 21

This has been a good bet so far. I'm starting to get a little dizzy (more than doubled in a week). But I think the beauty of this deal is that the market cap is still pretty small ($176.40M) as of Friday's close. $350M doesn't seem unreasonable given 1) the attention being given to this general outsourced software sector (see posts on USIX board) 2) blue chip financial customers RPCX has found for its packaged software products 3) the nature of (over) valuations for Net stocks when the mania hits full swing. I'm therefore betting that this thing is going to go higher so I'm continuing to hold. Any thoughts?

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