Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: 100cfm who wrote (27911)	7/14/2000 8:38:12 AM
From: gdichaz	Respond to of 54805

100cfm: Not just watch but do your own DD. This is one of the most interesting Godzilla mini baskets there is. Owning both ARBA and CMRC is an interesting test of whether Geof is correct that owning just one is best. If so, the question is, which one? Suggest prudence calls for both or neither. Best. Cha2

To: 100cfm who wrote (27911)	7/14/2000 8:55:31 AM
From: foundation	Read Replies (2) \| Respond to of 54805

"When does CMRC come out with their numbers, curious to see their growth rate compared to ARIBA's." ---------- Next week. Prior to the 'bubble burst" earlier this year, I owned equal amounts of both ARBA and CMRC, which, at one point, comprised over 75% of my portfolio. I sold when new portal announcements did not ramp the stocks and when corporation consortiums beginning their own portals became a trend. Timed my out of ARBA better, but did well in both. After the drop, I bought modestly back into CMRC only, due to LT potential. ARBA will continue to outperform in the short term. regards, blg