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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: mph who wrote (29484)4/20/2000 9:43:00 AM
From: John Pitera  Read Replies (2) of 63513
 
sure think Marie, ARBA, and CMRC have bottomed imo
and they are the B2B leaders.

This sell off is like when YHOO and AOL were sold off
big time in the summer of 1997 and 1998, I think that
It's a very good analogy to what we have seen in the past
couple of months.

This decline is great because it's closed access to
the capital markets for late arrivals in the B2B space.

The weaker companies are know in the media to be burning
up cash and who is going to use a company that
may not be here next year.

John
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