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Strategies & Market Trends : Group Therapy

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To: E. Graphs who wrote (2338)	9/14/2000 12:36:32 AM
From: Duane L. Olson	Read Replies (1) of 4564

E! Good luck on KOOP; possible good gains, if it survives. DCLK starting to look like the basing process is coming to an end.. I have great hopes. The realy internet stock question, however, imho, is whether to own ARBA or CMRC. ARBA makes the $$$ right up front when they make a sale; CMRC gets less up front, but keeps collecting on a usage basis. To me the "right" choice is CMRC, even though ARBA is currently ahead on revenue growth -- I think there will be a change in positions at some point, in CMRC's favor. But, wouldn't you like to have owned ARBA since the end of May?... (sigh) siliconinvestor.com tso

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