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Technology Stocks : Purchasepro.com Inc. (PPRO) -- Ignore unavailable to you. Want to Upgrade?

To: Susan Saline who wrote (65)	9/28/1999 12:28:00 PM
From: HeyRainier	Read Replies (1) \| Respond to of 748

Susan, it's great to see you too. It's been too long since we've done some trading together on the same stocks. I've been extending some of my investment theories with the aid of the investment framework taught by Geoffrey Moore's The Gorilla Game, and through it, found my way into the hypergrowth market players like PPRO. This hypergrowth, or Tornado, as he refers to it, is where a lot of wealth can be created...and lost. Pinpointing the fundamentals admittedly is much harder in this hypergrowth phase; the author argues that analysts systematically underrate the winners in the Tornado, but while searching for that winner, the basket approach is most appropriate (i.e. hold the basket of key players). The B2B space is going to be a core sector for my portfolio going forward, and the risk/reward characteristics of PPRO at my point of entry seemed favorable at the time. I'm shielded from tax implications going forward due to the wonders of the Roth IRA, so I will actively be seeking profit points and reduced risk positions. So arguably, you'll be seeing the 'Rational Trader' side of me. :o) Rainier