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To: Eric Wells who wrote (110099)	10/10/2000 2:10:49 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

Execution risk is about the only one left, IMO.

To: Eric Wells who wrote (110099)	10/10/2000 2:25:32 PM
From: GST	Respond to of 164684

Eric: I just finished selling all put positions and went long akam, qcom and lsi (calls). I think this is a short-term bounce -- a tradable rally in the morning, but not necessarily out of the woods. Downside risk to 2800 very, very possible. Good luck. BTW all IMO.

To: Eric Wells who wrote (110099)	10/10/2000 4:14:33 PM
From: H James Morris	Respond to of 164684

>William - can you think of any negatives for ARBA? Any risks? Eric, before you rush in and buy Arba think about this. >Since then, Internet companies have taken pains to predict when they will show a profit. This is vital, says Susan Walker White, Internet analyst at J.P. Morgan Securities in New York. "The interesting stories are no longer just about revenue growth," she says. > Younger companies, such as business-to-business Internet software companies Commerce One (CMRC:Nasdaq - news) and Ariba (ARBA:Nasdaq - news) that are growing rapidly but not showing profitability are looking for more revenue growth, he says.

To: Eric Wells who wrote (110099)	10/10/2000 4:20:18 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 164684

eric, imho, the method used by many folks to make money in the internet stock craze is bankrupt and equivalent to vegas style gambling. the psychology is similar. very few people beat vegas long term and very few will beat the market from mean to mean. right now we are way above mean valuations so many "new economy gurus" KNOW how to make money forever. there is no new economy apart from huge increases in money supply, credit and statistical manipulation. when this finally settles in, as reality eventually does, most folks will lose more money than made. even those in early. arba is an incredible risk and gamblers are hoping it gets hyped like their favs of the past that treated them so well. it might. it might not. it might not matter. it has a long way down to fair value assuming minimal risk. let the "true believers" in their "new economy investing" religion ride it all the way down. it WILL get there. just like i knew amzn would when it was $30 on the way up over $100. now amzn has squashed many investment dollars, net, net, and it is still up about tenfold in 4-5 years.