Working All Day, But Trading Behind the Bosses Back Thread Message Board

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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread

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To: Mark[ox5] who wrote (755)	3/23/2000 12:29:00 PM
From: Mark[ox5]	Read Replies (1) of 779

Buying VNTR (formerly CMDX) B2B play with revenue streams similar to Commerce One, but market cap 50% less. 50% off 52 week high of $243 In at $115 Overall I am not huge on B2B as many analysts are simply because I dont think industries are going to give a "cut" to these companies over the LONG term just to make transactions.. eventually they will develop the technology themselves.. no need for a middleman to handle it. So I am viewing B2B plays more along a "software" platform rather than the "next big thing". But the press will continue to hype B2B so you do want an exposure here, and on a revenue basis CMDX/VNTR is my favorite. Bought KANA this morning, it is struggling under last week's correction and lockup expiration Bought this morn in low $100 range ($103 area) Bought a new stock this morning as well, Clarent (CLRN) - leader in VoIP - in at the upper $130s ARTG & TERN are flying TQNT solid yesterday and today ANAD struggling, is a good addition at these levels Added some Harmonic Light (HLIT) in mid $110s. Conextant (CNXT) struggling, next support I believe is in upper $50s... a good start of a position at these levels and if it falls a huge buy opportunity below. People are misunderstanding an agreement between RFMD and QCOM from a few weeks back as a "loss" for CNXT.. its not, its a technology agreement between QCOM/RFMD to work together. Only part of CNXT I dont like is modem business but they are hitting on all cylinders in all other business areas.

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