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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (263)	5/17/2000 4:59:00 PM
From: Glenn D. Rudolph	Read Replies (2) of 57684

The basic B2B plays such as CMRC, VERT and ARBA were weak today. Following them was VIGN simialy weakness yet SCMR was strong among others including Amazon. Please do not try and explain Amazon to me because I honestly would not understand but it "felt" like a rotation out of software vendors providers to the older established nets today. Any opinion on that? Glenn

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