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

To: Junkyardawg who wrote (53830)	9/25/2000 4:43:51 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 63513

Is that good?

To: Junkyardawg who wrote (53830)	9/25/2000 4:47:58 PM
From: Original Mad Dog	Read Replies (1) \| Respond to of 63513

Money flow on CMRC ended at +$122 million. I take it that means you made a pretty good-sized purchase today. <g> If CMRC had the same market cap as ARBA, it would close today a little over 244 1/2. 12-month trailing revs according to Yahoo Finance are CMRC $125M ARBA $161.3M CMRC had more cash on hand ($244M to $215M) CMRC had better EBITDA (-$63M to -$70M) CMRC had a higher average analyst recommendation (both were between strong buy and buy, but CMRC closer to strong buy on average) CMRC's revs were growing faster, albeit from a smaller year earlier base. The huge disparity between CMRC and ARBA has persisted for awhile now, and there are valid reasons for it. But I expect that disparity to narrow substantially by year end. Could mean they both come down. I think it is more likely that ARBA treads water or comes down slightly and CMRC continues to go up. Disclosure: I am long CMRC but not ARBA. LT I think both companies are good, I just prefer CMRC on a valuation basis.