Club 2071 Message Board - Msg: 16104636

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To: Tracy Moore who started this subject	7/20/2001 9:14:09 AM
From: Tracy Moore	Read Replies (1) of 577

FEAR & LOATHING! CMRC is NOT an earnings play... those who wanted to buy or sell, or short already did so on the warning a few weeeks back which pegged sales $100- $120m, which officially came IN LINE at $101... This is a SOLE SURVIVOR/BEST OF BREED/"NEXT MSFT" PLAY- the kicker revealed last nite is that CMRC will be the SOLE SURVIVOR of an entire industry... Its the spin that the news reports missed.... YESTERDAY, CMRC was like all B2B... death spiral to 0... TODAY we see CMRC will be the SOLE SURVIVOR: CMRC 33 NEW customers & 60% sequntial rev growth vs. ITWO negative and ARBA 6%(ITWO insiders selling heavy, ARBA playing musical chairs at CEO)... CMRC new alliances with SAP, & alliance with MSFT... the others have no such alliances. CMRC far and away has the most cash reserves... $440m in CASH... The $1.7b writedown- well thats already factored in CMRC's fall from $15b cap to just $1b! Old news! duh! Now heres the SOLE SURVIVOR/BEST OF BREED/NEXT MSFT effect on the BUYING and SELLING(As mentioned before, earnings players already factored out). And EVEN if the earnings ARE a factor, the last two bad CMRC earnings reports shot CMRC up 20-25% ANYWAY REGARDLESS... and now they CLEARLY have a better balance sheet that 90 days ago! Because it is now known that CMRC not going to 0 long-term: Long term short sellers: COVER/BUY Institutions: BUY Long term holders: BUY Short term holders: BUY Earnings players: BUY So who's selling here, or are they really BUYING!!!! You wanted WILD & CRAZY... you GET WILD & CRAZY!!!! WOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO!!!! Its FAST and EAAAAAAAAAAAAAAAAAAAAAAAAAAAAASY MONEEEEE!!!

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