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

To: KLP who wrote (383)	4/25/2000 5:24:00 PM
From: silversoldier a/k/a SI Sy	Respond to of 420

Welcome back K. It's difficult to understand why the initial favorable reaction, albeit slight because of the market turmoil, was not sustained. Someone on the y board speculated that it is because MSFT's present and optional future position in CTCH is holding the price down. I am not inclined to accept that reasoning, but who knows? My instinct, a very unreliable indicator, is that there have been too many hints of consummation of a major wireless deal without fulfillment. A vital factor is public perception. Confidence in and credibility of management's implied promises could be restored when/if the long awaited announcement comes to pass. Nevertheless, I remain long. MAIL seems to have fallen behind as a competitor. CPTH is very much there but, until a small rally today, seems to have lost much ground during this episode of market uncertainty. SS

To: KLP who wrote (383)	4/28/2000 1:06:00 AM
From: silversoldier a/k/a SI Sy	Read Replies (2) \| Respond to of 420

K., to follow up on my previous response, here is a link to an article in an Israeli business publication which endeavors to explain the reason for the decline in CTCH price. I was directed to the article by an Israeli poster on the y thread. The writer puts the onus for the fall on a large investor, whose identity will be learned tomorrow (Friday) night. The problem with that scenario is that the next edition of the publication will not issue until Sunday at 1800 Israel time (G.M.T. + 2). home.globes.co.il SS