The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: marc ultra who wrote (9961)	11/19/1999 2:21:00 AM
From: marc ultra	Read Replies (2) of 15132

Speaking of B2B news tonight on ARBA biz.yahoo.com I paid an embarrassing high price in accumulating a few more shares the other day. It is interesting it seems that ARBA is at or near the top in terms of public B2B out so far but the overhead of gigantic insider selling might create some decent accumulation points. I'm willing to tolerate dumping by insiders as a bunch of individuals and a company or two that have made a ton of money and want to cash in but hope there's not more of a reason. I also picked up some CMDX at 65 the other day. It's kind of tough buying into these stocks after their up several fold from not long ago but I think these companies are going to take a lot of investment money from the consumer internets that have comparatively poor business models and may accelerate outperformance over the more traditional high tech stalwarts. We shall see. I may be stepping in a mine field but the fools told me not to worry about it for 40 years<g> Marc

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