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Technology Stocks : Critical Path (CPTH) -- Ignore unavailable to you. Want to Upgrade?

To: Saulamanca who wrote (133)	3/28/2000 5:27:00 PM
From: latestswami	Respond to of 185

Jim, In the last 4 weeks two more Investment Banks ( SoundView and a lesser known firm) have initiated the coverage. The point is only now the coverage activity in this business is picking up. What is needed is someone like Merrill, Goldman or Morgan initiating the coverage of this industry. Once that happens things will for sure will improve. Few weeks ago Doug Hickey made a presentation at one of the technology conferences, and reported discussions with AT & T ( this according to thestreet.com). If CPTH announces a deal with AT&T at that point every one will pay attention. According to an article in news.com : news.com the market for messaging will be about 3.7B. I think this is a very conservative number. IF someone want to load up this is the time to do it. Because CPTH went all the way upto 115/- and came up, next time when it moves beyond 100/- you can be sure it will not look back. Also the Insi.Investors seem to loading up the stock. Thanks

To: Saulamanca who wrote (133)	3/29/2000 6:50:00 AM
From: JPhilipS	Read Replies (1) \| Respond to of 185

I'm rebuilding my portfolio around the Forbes article. I'm looking at 4-6 of the 20 "Ramp Up" companies. My criteria are: 1)1999-2000 high revenue growth compared to lower stock market appreciation (i.e. 200% revenue growth, but only 53% stock market appreciation). This takes out the stocks that are already up 500%. 2)a subjective evaluation of their niche. 3)Other DD, in order to make sure I understand what I'm buying I'm looking at VIAN, USIX, WGAT, CVAD, IMGX, in addition to CPTH, which I purchased Monday. I intend to buy & hold unless company fortune changes. I don't think it will matter much if I bought at 84 or at 72 ten years from now.