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Technology Stocks : CommTouch (CTCH) : a futur Media Metrix Top 10 ?

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To: KLP who wrote (383)4/25/2000 5:24:00 PM
From: silversoldier a/k/a SI Sy   of 420
 
Welcome back K. It's difficult to understand why the initial favorable reaction, albeit slight because of the market turmoil, was not sustained. Someone on the y board speculated that it is because MSFT's present and optional future position in CTCH is holding the price down. I am not inclined to accept that reasoning, but who knows? My instinct, a very unreliable indicator, is that there have been too many hints of consummation of a major wireless deal without fulfillment. A vital factor is public perception. Confidence in and credibility of management's implied promises could be restored when/if the long awaited announcement comes to pass. Nevertheless, I remain long. MAIL seems to have fallen behind as a competitor. CPTH is very much there but, until a small rally today, seems to have lost much ground during this episode of market uncertainty.

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