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To: Robert Rose who wrote (103160)	5/10/2000 10:27:00 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>Comments, anyone? Robert, the likes of Blodget have never experienced a down market. He is now!

To: Robert Rose who wrote (103160)	5/10/2000 10:54:00 AM
From: Bob Kim	Read Replies (1) \| Respond to of 164684

Blodget likes arba over cmrc...Blodget lists arba, vert and icge as his top 3 b2b picks for 2000. Rob, Blodget doesn't cover ARBA and ML doesn't even follow CMRC. Although Blodget listed those picks in that interview, he hasn't conveyed the same thing via official ML research. In fact, ICGE is the only one of the three on ML's Top 10 Tech list. BTW, here is the YTD performance of his 2000 picks as of a few minutes ago: AMZN -31% AOL -28% CMGI -61% DCLK -61% EXDS -18% HOMS -67% ICGE -80% INSP -12% YHOO -47%

To: Robert Rose who wrote (103160)	5/10/2000 12:41:00 PM
From: Libbyt	Read Replies (1) \| Respond to of 164684

>Blodget likes arba over cmrc.< I have a VERY small position in both ARBA and CMRC. I know several people who work for CMRC...so just for personal reasons I like the stock. (I know that's not a good reason to buy a stock, but that's the truth as to why I like CMRC! <g> The people I know are hard working, intelligent, well liked, and "well connected" to various businesses...all a plus to any company.) I think both ARBA and CMRC will be very successful companies in the future, and there will be more than one "winner" in the business-to-business space. Libbyt