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Technology Stocks : CommTouch (CTCH) : a futur Media Metrix Top 10 ? -- Ignore unavailable to you. Want to Upgrade?

To: James Strauss who wrote (77)	8/16/1999 12:16:00 AM
From: yzfool	Read Replies (1) \| Respond to of 420

JS, have you skimmed the prospectus yet? The risks are daunting but the rewards will be great. I think there was shrewdness behind the Go2net/Vulcan investment which will unfold in time. CTCH has several proprietary technologies and software that strengthen their presence in this competitive market. And they are pursuing aggressively international expansion, in fact, they are already situated internationally by their geographic location, international experience, current partners, and currently available multi-lingual email. Critical Path on the other hand states clearly in their prospectus "We have limited experience in international operations and may not be able to compete effectively in international markets" (page 12). Also, it will be interesting to see if the underwriter, Piper Jaffray, exercises it's over allotment option by 8/23 deadline. Sometimes leadership necessary to spark a rally has to come from with in, even in this sensitive market and since this is a long term investment.