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

To: Mark Fowler who wrote (2907)	11/10/2000 6:13:18 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

Arba are coming back down to at least May lows Anindo not that it matters but the fundamentals have changed since may for the b2b's, which imo is why they are as a group higher than the may lows now whereas other hot sectors are not. The b2b's agressively moved into logistics starting early this year so they are now more like i2 than the previous MRO purchasing product companies. Cmrc apr low was around 41 and it sat there for a while, I can't see it going there again - beas psft either, these are all cos with improving fundamentals.... but in this mkt who knows....