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Strategies & Market Trends : Drillbits & Bottlerockets

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To: Logain Ablar who wrote (8309)	4/19/2001 11:41:19 AM
From: John Pitera	Read Replies (1) of 15481

Tim, thanks for your thoughts I think they make sense all the way around. I like the healthy cash position that CORV has. 3.5 a share is beaucoup de Loot CMRC is up at resistance here at 12, it's probably a get square on any kind of trading basis, although I still really like it long term. I was told 9 and 12 months ago that CMRC could end up being the stronger company than ARBA, and that has proven to be the cash. ARBA used to have 4 times the market cap of CMRC and now the tables have turned. ITWO also dampens enthusiam for the group a bit with their downbeat current outlook. John

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