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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (13150)	10/5/1999 9:07:00 PM
From: carepedeum2000	Read Replies (2) of 57584

rande-any thoughts on cnqr moving really good lately, announced revenue shortfall for quarter (30%) and plunged 60%, 235 clients, over $5 a share in cash, competes with ariba and commerce one in b2b solutions for e-commerce workplace, will be presenting at conference tomorrow, question is, will we 1. catch a falling knife? 2.get a dead cat bounce? 3. get a great buying opportunity when investors compare their market cap to ariba and commerce one, notice they are way cheaper and have more revenues? I am voting on number 3, would appreciate your thoughts thanks

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