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Non-Tech : 1000% returns are cool !!! -- Ignore unavailable to you. Want to Upgrade?

To: Wes Stevens who wrote (3272)	8/31/2000 1:30:53 PM
From: If only I'd held	Read Replies (1) \| Respond to of 3326

Try again?? I am initiating coverage of ARBA and CMRC with Srong Sell/Sell Short opinions. CMRC is only slated to generate as much as 400 million dollars revenues in year 2001, and earnings are not even in the forecast. IFFFFF they do the 400 million, then the stock is presently trading at 25x next year's revenues. That is insane. It is pure speculation, and earnings are being ignored. Sound like a 1998 dot-com to anyone? It qualifies as a bloated pig. ARBA....has burned up their entire wad of cash and is presently into burning thru their working capital. They recorded 100 million or so in defferred revenues last qrtr...woopdedoo. They have to perform on that now. As demand wains, revenues will take on a different appearance. Again, profits are not in the forecast...and even if they manage to eek out a profit, which they won't, it will likely be very small. The stock is presently trading at a price to sales ratio of about 170...(gulp)...can you say tulip? Yeah, yeah, yeah, B2B is the hottest thing since bread and butter...bullshit. ARBA has earned a rating even higher than bloated pig with me...it is more like....a pig in outer space. But there is gravity where ARBA is floating around...and ARBA will hit a pocket of gravity within the next 6 months that will send it crashing back to earth. ARBA is presently trading at 36 billion dollars. Sorry pumpsters and liars, but there is no upside for the small retail investor here in sight. You guys go ahead and do your wheelings and dealings...and you can sit on the float by yourselves. You ain't dumping that garbage on this investor. ARBA spent 581 million dollars of their stock to buy a company (SupplierMarket) that has to date, only ,managed to generate about 250k in revenues. This was a deal for the VC's...and NOT ARBA shareholders. ARBA management treats the stock like toilet paper. What kind of kindergarten child would pay such an absurd price for a company? ARBA management did. That is all just my opinion of course. make your own investment decisions as always based on your own due diligence. After all, we are all responsible for our own trades. But I'm hitting ARBA 50% short here at 150. CMRC as well. Target for CMRC is 9, ARBA target is in the low 20's.