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To: LiamCK who wrote (13785)8/15/2000 4:57:54 PM
From: The Ox  Respond to of 14427
 
Initial candidates in SI port (1 share each stock for now, until we discard the unwanted. Then we will balance the port based on a common % of each.)

Some pretty strong stocks in the group today!

siliconinvestor.com



To: LiamCK who wrote (13785)8/15/2000 6:54:12 PM
From: The Ox  Read Replies (1) | Respond to of 14427
 
20%+ sequential revenue growth does open one's eyes a bit! There will be plenty of good companies that won't make the cut, that's for sure. The key as I see it is to pick enough companies with solid short term potential (2 years) that a laggard or 2 won't spoil the Happel cart<vbg - ouch!>.

We should consider a big cap port as well but there's enough work to do just getting this one off the ground.

More companies for the candidate list later tonight.....

MH


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