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Strategies & Market Trends : Steve's Channelling Thread

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To: Zeev Hed who wrote (18414)	6/20/2001 4:16:59 PM
From: Logain Ablar	Read Replies (1) of 30051

well I sure didn't enter it based on the chart VBG 1st the whole b2b space is being shunned like the plague and from what i can gather cmrc is still the one to buy. Obviously mr markt disagrees. arba and fmkt dropped down a notch when the were unable to acquire / merge with software companies which would have helped with the supply chain. Based upon ORCL cc they will all miss revenue #'s and the flush may continue till next Friday (window dressing, why the fiber stocks like lu and corv can see more downside, also added some corv today and sold glg) CMRC has an issue with the auto exchange which is putting an added cloud on the fundamentals plus the president left (he was more for the political end with the approval of Covinsint) to go to aol. Not sure if the issue will be resolved by next week (shareholders need to approve a new holding company and then cmrc's interest in covinsint doubles. A few clouds and who knows how they will be resolved. ARBA just added the defense dept. but I know from one client having problems with their product (at least cmrc has in house consultants to help develop the exchanges). I'd still take fmkt over arba but both have issues as does cmrc. I expect ppro to go belly up soon and clrs to be acquired (just for their cash) and vert is dead but i'm not sure if its acquired or goes bust. The last 3 have product issues so not sure if they have any enterprise value. CORV there was just such a flush i had to buy some today. Not sure if we'd see the 1850 now (AG has to cut more with all the job announcements, layoffs are accelerating and I expected a slow down by now. He can afford to over shoot by 50bp) and while i expect continued flushing in the sector today seemed like a good day to buy (remember I try to position vs. day trade). Good luck. tim

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