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To: Glenn D. Rudolph who wrote (109834)	10/7/2000 8:27:14 PM
From: 10K a day	Read Replies (1) \| Respond to of 164684

LOL. yeah right now i wish i had never heard of Cold Fusion.

To: Glenn D. Rudolph who wrote (109834)	10/7/2000 10:23:55 PM
From: Skeeter Bug	Read Replies (5) \| Respond to of 164684

gdr, arba's valuation is $27 billion. at what point do you see their annual earnings (not revenues as i understand they only have $200 mil in revs since 1996!) at $1.5 billion. that is what it would take this company to return at the rate of a guaranteed t-bill. i have been in high tech electronics manufacturing (the real kind) just shy of 7 years. i can tell you that automating these types of business processes: 1. makes sense. 2. IS NOT rocket science. 3. isn't a panacea. a group of programmers could hire a purchasing manager as a consultant and develop a pretty darn good program. any good group of programmers in the world. competition will be fierce, ESPECIALLY due to the hype. initial hype was a strong reason why i knew most net companies wouldn't survive. supply and demand, folks. 83% margins? they'll fall. guaranteed. extrapolating 83% margins into the future is as absurd as both our presidential candidates extrapolating the biggest bull market in history for the next 20 years. gdr, take a moment and ponder this question. what is the probability and arba NEVER earns $1.5 billion in profits per year? answer honestly. what is the probability that arba doesn't earn $1.5 billion in a year over the next 10 years. is 10 years a long time to wait for a t-bill return? how many billions would owners of arba forsake before it ever equaled a tbill return? $10 billion? $20 billion? 30 billion? more?