The Good-The Bad and The Ugly Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Good-The Bad and The Ugly

MAGS 64.92

+0.2%

4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tim Luke who wrote (479)	8/16/2000 2:37:12 AM
From: Jorj X Mckie	Read Replies (1) of 8686

Tim, Who would you say is EXDS' closest competitor? And why do you consider EXDS the long term leader in this market? I am a little skeptical about their ability to grow into their valuation and think that their business model will be under constant attack. I consider ARBA to be in a different class altogether as I believe that there will be very few winners in this space and ARBA will be one of them. I also believe that the B2B space will revolutionize the way business is done in the future. Also, what date are the short interest figures from that you are using? My understanding is that they are always a month delayed and therefore there is a chance that the short interest has been cleared out substantially. The only numbers that I could find were from July 10 and there was one rally right after that that could have been fueled by shorts covering. BTW: if you are interested in possible short squeezes, check out the short interest on this puppy. biz.yahoo.com (not a recommendation, I am not long this stock, nor will I be) JXM

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next