Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Tom Kearney who wrote (2354)	10/18/2000 2:40:31 PM
From: Robert Rose	Respond to of 57684

<I added CMRC and ARBA, as well as safe plays, EMC, AMAT and INTC.> Did you do so on margin? (Genuine question.)

To: Tom Kearney who wrote (2354)	10/18/2000 2:43:01 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 57684

For ARBA specifically, I am taking Lizzie's note last night that B2B is on fire, to heart. I added CMRC and ARBA, as well as safe plays, EMC, AMAT and INTC. Tom, I appreciate your thoughts. I am more nervous than is typical lately. Not sure why. I also have confidence in Lizzie's comments. She sure seems to know that area well. I would like to buy some of the stock you bought but that would be adding more margin. I just to need to learn to relax and let my stocks take care of themselves. Volatility is far greater on the market than it was 5 years ago so I need to get accustomed. I look at business models and management such as that of ARBA and they seem to be great. I look at vlauations and I cringe. I did that before based only on valuation and did not perform well in the market. Glenn