Critical Path (CPTH) Message Board

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Technology Stocks : Critical Path (CPTH)

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To: Saulamanca who wrote (133)	3/29/2000 6:50:00 AM
From: JPhilipS	Read Replies (1) of 185

I'm rebuilding my portfolio around the Forbes article. I'm looking at 4-6 of the 20 "Ramp Up" companies. My criteria are: 1)1999-2000 high revenue growth compared to lower stock market appreciation (i.e. 200% revenue growth, but only 53% stock market appreciation). This takes out the stocks that are already up 500%. 2)a subjective evaluation of their niche. 3)Other DD, in order to make sure I understand what I'm buying I'm looking at VIAN, USIX, WGAT, CVAD, IMGX, in addition to CPTH, which I purchased Monday. I intend to buy & hold unless company fortune changes. I don't think it will matter much if I bought at 84 or at 72 ten years from now.

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