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

To: foundation who wrote (27914)7/14/2000 9:03:23 AM
From: gdichaz  Read Replies (1) | Respond to of 54805
 
Benjamin: Re your: "After the drop, I bought modestly back into CMRC only, due to LT potential.

ARBA will continue to outperform in the short term."

Do you mean you expect that ARBA will "outperform" vs other stocks in general or specifically against CMRC in the "short term", and if the latter, why?

Best.

Cha2

Note: My apologies, somehow missed your # 27888 which answers my question.



To: foundation who wrote (27914)7/14/2000 9:14:13 AM
From: 100cfm  Respond to of 54805
 
Your story about your ownership in ARIBA and CMRC sound all too familiar to us Q holders.
Here's to the LT potential to all our holdings.

100

PS Jerry you savy son of a gun. Talk about timing, congrats on your PMCS and BRCD buys. I need some help on my timing from you and Frank, my picks seem to go backwards.


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