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Technology Stocks : CATP-The stock is taking off -- Ignore unavailable to you. Want to Upgrade?

To: rrufff who wrote (667)	6/11/1999 12:16:00 PM
From: Rick	Read Replies (1) \| Respond to of 782

Pro: Reasonable multiple to sales 1.8 on TTM Fairly reasonable multiple to earnings of around 30 Impressive revenue growth potential/demand for consulting svcs No hype premium in the stock currently / potential for future hype premium if e-commerce sales pick up significantly Trades at discount to e-commerce focused shops like SAPE, USWB, etc. Potential takeover target In an apparent uptrend (don't fight the tape) Cons: Jim Simms still running company / lacks credibility / has history of short term successes / no history of sustainable value creation Corporate spending patterns for software and services uncertain leading into Y2K Services not a great way to make mega money / not a leveraged business model / employees take too much of value in high salaries and options Jim Simms still running company All in all, I think the cons are justified by the reasonable valuation. rick