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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Stress who wrote (90994)	3/31/2000 10:29:00 AM
From: croonerjim	Read Replies (1) \| Respond to of 120523

CLRS--is getting tarred by the sell off in the other B2Bs which are getting killed (CMRC, etc). I bot it yesterday and bailed this AM once I heard the call on the other B2Bs. This could create an even better buying opp--hard to tell where---70??

To: Mr. Stress who wrote (90994)	3/31/2000 10:32:00 AM
From: Jerry Olson	Read Replies (2) \| Respond to of 120523

i'd wait till things settle here..obviously this is a good price..70 is the bullish support line on the 5 box chart... but wait..this is not the time to buy till we see if the markets can successfully test yesterdays lows... the nets are getting hit..so we could buy some stocks much cheaper here..watching CMGI...

To: Mr. Stress who wrote (90994)	3/31/2000 11:01:00 AM
From: Lane Hall-Witt	Respond to of 120523

CLRS -- Well, if there's one thing I've learned from this debacle, it's this: don't bottom-fish story stocks in a negative market. This company has great prospects and a viable business model, not dependent on transactions fees (like ARBA, CMRC) or on ownership of vertical marketplaces (like VNTR, VERT). It's looking realistically at EBITDA break-even in FY2001 and net break-even in FY2002. Yet it is just getting murdered right now. I'm pissed at myself for being so undisciplined and buying the company, rather than the stock. Keep this stock on your watch lists, for sure. But wait for the stock to reverse powerfully and for market sentiment to turn up in support. The hardest thing to do is to wait when it appears the market is offering up "great deals" -- but I am living proof that impatience costs money.