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To: Bob Kim who wrote (98989)	4/5/2000 12:04:00 PM
From: Robert Rose	Read Replies (3) \| Respond to of 164684

<Based on Sunday's Washington Post article, you really have to take what he says with a grain of salt. It's a good thing he's not a CFA, that article could have gotten him kicked out.> Hi Bob. Haven't heard from you in a while. Good to see you back, as you always have something worthwhile to say. I didn't see that article. Can you explain?

To: Bob Kim who wrote (98989)	4/5/2000 12:21:00 PM
From: Sandman	Read Replies (1) \| Respond to of 164684

I don't listen to HB but the street does. Vert will be find along with cmrc and arba. That said I don't like the % off the highs that vert corrected. arba held up the best. Microsoft weakness[breakup of company] and their investment in vert could be part of it. There's giant money to be made by the b2b companys. Who gets the biggest slice of the pie and executes their game plan will be the stock to own. right now I think arba cmrc and vert are the front runners. Until one of them stumbles I will own all three. JB