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Technology Stocks : Commerce One Inc - (CMRC) -- Ignore unavailable to you. Want to Upgrade?

To: David W. Taylor who wrote (573)	1/6/2000 8:15:00 PM
From: Erick444	Read Replies (1) \| Respond to of 1938

David, not the quibble but this deflating blimp hit 331 post split, which is of course 993 pre-split, ouch!

To: David W. Taylor who wrote (573)	1/7/2000 9:01:00 AM
From: William Partmann	Respond to of 1938

David, I agree that on a fundamental basis, the valuation of B2B are absurd. However, Mr. Malloy has done an great job in presenting the opposition's argument. If I might summarize, B2B technology will revolutionize America and the world. These companies are the equivalent of the railroads and what they did to the industrial revolution in America. Now, how do I, the long term conservative investor, justify investing to stocks which less than three months ago I laughed at because of fundamental? It has to do with risk and the modern portfolio. One must add risk to a portfolio to increase the return. However, that risk must be a very small percentage of the overall total. I reached a decision that these stocks while pricey were a good investment if I was willing to hold them for 5-10 years. Also I limited my participation in the group to 4%. Further, I made more conservative asset placements in other areas. Finally, I am diversifying my B2B bets. I hold both CMRC and ARBA. I don't need religion in this highly speculative area. The more diversified in the sector, the better my odds are of picking one or two big winners. So, while I laugh at the valuations, I still willing to make the play. Just one person's view so do your own homework. Bill