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To: Lizzie Tudor who wrote (2526)	10/29/2000 8:05:23 PM
From: Mama Bear	Read Replies (3) \| Respond to of 57684

"The problem with the historic norm argument is there is no historic norm for a company which removes 40% inefficiences from whole industries." Sorry, I can't believe this. Are you sure that readily available electric power didn't do something similar? How about the telephone? I'm sure that increased efficiency across a broad base of indiustries. In the 1830s a new method of smelting iron was brought online, which enabled that industry to move into mass production, and directly led to the development of steel, which of course enabled the railroads. The railroads surely increased efficiencies. And let's not forget the motor car. Regards, Barb

To: Lizzie Tudor who wrote (2526)	10/29/2000 8:07:31 PM
From: Robert Rose	Respond to of 57684

Lizzie, needless to say, WS is not always in sync with the fundamentals of business <vbg>. So I am willing to go along with the notion that b2b is a great sector to invest in LT. (15% of my portfolio, sorry William, forgot we shouldn't discuss such trivialities.... ;)) But I am just saying that technicals suggest that the market is going lower (sorry again William!) and that very high priced stocks reflecting great companies such as arba appear especially vulnerable. (Halleluia! still looking to pick some up at great prices. Heck, if I can nab jdsu at 65, i guess the yellow brick road still leads to the emerald city!) :)))