John, Mike & Tom's <b>Wild World of Stocks</b> Message Board

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Technology Stocks : John, Mike & Tom's Wild World of Stocks

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To: John Pitera who wrote (1234)	6/7/2000 9:05:00 AM
From: wlheatmoon	Read Replies (1) of 2850

CMRC and ARBA---B2B thoughts. I agree that there are huge potentials out there for these two companies. B2B makes sense for the future. It will make businesses more efficient. Are these the CSCO/MSFT of this decade? I don't know. MSFT sold software on nearly EVERY computer sold. That's a chunk of change. ARBA and CMRC still have to show that B2B is a model that works. There have been a lot of announcements about their products and alliances, but I don't "see" it yet. With MSFT, investors saw and used their products everyday. Perhaps, one day, all businesses will see and use the B2B software EVERYDAY. Is CMRC and ARBA worth investing in? Yes. Would I bet my farm on it? No. Another problem---CMRC insiders have unloaded 15.8 million shares since 1/1/00. biz.yahoo.com ARBA insiders have sold a bunch, too. biz.yahoo.com Of note among the insiders selling,,, The CEO of ARBA only sold 570k and of CMRC only 170k. I think that's a good sign. The problem isn't the company or their model...the problem is that there are potential big competitors like ORCL and SAP...and maybe MSFT. How hard is it really to write up software for this kind of work? I know ARBA and CMRC are the first and biggest players, but how hard would it be for others to get into the arena? Another problem is that the market valued these companies at outrageous valuations and have been suffering the consequences since. I think we'll need to see executions to go higher, but the potential is huge. However, they're not no-brainers. Buy some and hold, but don't mortgage the house to buy. mike

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