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To: LiamCK who wrote (13785)	8/15/2000 6:54:12 PM
From: The Ox	Read Replies (1) of 14427

20%+ sequential revenue growth does open one's eyes a bit! There will be plenty of good companies that won't make the cut, that's for sure. The key as I see it is to pick enough companies with solid short term potential (2 years) that a laggard or 2 won't spoil the Happel cart<vbg - ouch!>. We should consider a big cap port as well but there's enough work to do just getting this one off the ground. More companies for the candidate list later tonight..... MH

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