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To: Brian Malloy who wrote (25834)	4/11/2000 5:19:00 PM
From: Sonny McWilliams	Read Replies (2) \| Respond to of 27012

Brian. Talking about ARBA and CMRC. Steve Frank just interviewed this analyst, Epifanio or something like that from J.P. Morgan, and he said right off that he would now go and buy those internet stocks like ARBA and CMRC. He said that he feels very bullish on some of those internet stocks. After talking a while back and forth, Steve Frank asked him: So would you actually go out and catch a falling knife now in these stocks? Answer: Well, I would probably wait a bit and see if it is the bottom and let the stocks move up a little bit. Talking about talking out of both sides of your mouth. Sheesh. Yes. I am holding ARBA and CMRC also. I will also hold SFE. Yeah. He might have been a whiner but if he goes into the infrastructure incubators now, it should do all right. I think there is more room in this space than just CMGI. It looks interesting though what happened today with CMGI, NOVL etc. About YHOO. Did you see Mary Meeker on Moneyline last night? When she was pressed about who she thought could be the next YHOO she said: Maybe it's like the Motley Fools say. Maybe the next YHOO is YHOO. Some on the Yahoo AOL board complained that Mary Meeker did not mention AOL on Moneyline. But she had said earlier in the day to Maria B. that they were restricted on AOL because of the AOL/TWX merger. So, I have no problem with her not mentioning AOL. I am in for the long haul. Let's hope ARBA comes in with great earnings like they promised. gg. Sonny

To: Brian Malloy who wrote (25834)	4/11/2000 5:35:00 PM
From: Sonny McWilliams	Respond to of 27012

Brian. CMRC. biz.yahoo.com I guess I should have mentioned SUNW also when I talked about this NOVL and CMGI deal. SUNW was one of this trio mentioned. Just in case someone owning SUNW did not know this already. Maybe you want to read my prev. post I blanked out after posting to me instead of to you. gg. I added Greenspan news to it. Sonny

To: Brian Malloy who wrote (25834)	4/11/2000 11:05:00 PM
From: Sonki	Read Replies (1) \| Respond to of 27012

Brian, buy the chips on the dip and sure way to get fat. i m even getting on margin now. Which is a sin for me as a subscriber of b.b. market timer. But i love the equip makers. I hear foundries world wide are ramping up. Either people get upgraded to new equipements of get booted out. I love it. Semi companies and foundries will have to cough up. i m limited to buy only one b2b. Which one should i pick ? Both cmrc/arba? they have come down to a level i can kind a afford. cmgi, i can not understand why it's trading so low?