SI
SI
discoversearch

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: Lizzie Tudor who wrote (2908)11/10/2000 9:34:48 PM
From: Mark Fowler  Read Replies (2) | Respond to of 57684
 
Liz this isn't about B2B, Arba, Cmrc, or Beas which all three are great companies in my view. This is about the economy, a slowing in revenues and earnings growth that usually hits everything. These companies are priced for perfection, rich in valuation. They held up better because the sector was hot, but the sector has cooled, they'll go too. And Liz Fundamentals do matter to me and big time girl!