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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: 100cfm who wrote (27911)7/14/2000 8:55:31 AM
From: foundation  Read Replies (2) of 54805
 
"When does CMRC come out with their numbers, curious to see their growth rate compared to ARIBA's."
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Next week.

Prior to the 'bubble burst" earlier this year, I owned equal amounts of both ARBA and CMRC, which, at one point, comprised over 75% of my portfolio.

I sold when new portal announcements did not ramp the stocks and when corporation consortiums beginning their own portals became a trend.

Timed my out of ARBA better, but did well in both.

After the drop, I bought modestly back into CMRC only, due to LT potential.

ARBA will continue to outperform in the short term.

regards,
blg
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