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To: Boplicity who wrote (4365)	8/30/2000 12:08:05 PM
From: Boplicity	Read Replies (1) \| Respond to of 13572

11:45 ET CSFB On B2B : CS First Boston out with report on B2B stocks. Notes that despite some recent weaknesses in IT services, recent meetings with major industrial companies and infrastructure providers suggest continued momentum and accelerating adoption. Firm is bullish on both large cap B2Bs as well as the mid-cap players such as VERT, FMKT, PPRO. 11:28 ET Strong Group : B2B is the strongest group of the morning. Rally being paced by PPRO +7 1/4 and ITWO +6 5/8, with CLRS +3, FMKT +1 7/8, ARBA +1 3/8 also participating. Surge in tier-one names attracting money to the lower end of the space: ICGE +1 13/16, VNTR +1 7/8, ROWE +23/32, SQST +5/16.... VERT (+5/8) shares have been mixed on the session, after having edged higher over past several days.

To: Boplicity who wrote (4365)	8/30/2000 1:21:08 PM
From: jjkirk	Read Replies (1) \| Respond to of 13572

Greg, Re: I pretty much have rounded out my account with software plays after my purchase of PPRO, I now have ARBA, ITWO, SEBL, and INKT. I might concentrate by selling one and moving the funds to another. For full disclosure, I went in and out of PPRO already today. I have been looking at them all, but no position yet. On these ASK charts, I just discovered that if you click on the daily candlestick chart, you will automatically go to intraday...delayed, but nice! In my opinion, strictly from the charts, without regard to news or fundies ARBA is the least likely I would buy today. Chart:http://www.askresearch.com/cgi-bin/chart?symbol=ARBA&exchange=USA With all this data and the indicator subcharts, it is tough to make a call on the others...OK, right now at 1317 EST I would vote for in order from most to least likely INKT askresearch.com and ITWO askresearch.com followed by SEBL askresearch.com and PPRO 3 mo askresearch.com which may go back to the top if it breaks through 60 as Greg mentioned earlier PPRO 6mo askresearch.com jj@electioncentral