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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Rainy_Day_Woman who wrote (45240)	7/13/2000 10:29:49 AM
From: John Pitera	Respond to of 63513

there are very few other companies like ARBA... and CMRC. very few of any of our stocks should become a 200 billion mkt cap company in 2-3 years the way ARBA should. BRCD and BRCM, might be close to that type of performers. anything with a mkt of over 150 billion will not have the growth rate in terms of stock price appreciation of ARBA and CMRC. that's just my little teams analysis but I have the guy who negotiated the first world wide multi year agreement with MSFT back in the mid 90's. which was a big deal even for MSFT back then. It established the entire trend of multiyear deals to smooth out revenue numbers for IT companies. soI'vegotthatgoingformewhichisnice.com just like Bill Murray -g-