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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (8051)11/21/2000 5:39:27 PM
From: Bosco  Read Replies (2) | Respond to of 30051
 
Hi Tim - thanks. You are smart to stay clear of margin in a falling market. OTOH, I ve not been taking my own medicine. Thanks goodness NT didn't blow the mtg today, so I am still alive [barely!]

Thus far, Mr Hoffman at CMRC has not committed too many blunders like he did @ SYBS, so maybe we are ok. If BVSN can come back, I am hopeful CMRC will

On a separate note, I was wandering around and saw this

finance.yahoo.com

The sector stinks to hi heaven, and its daddy [CMGI] isn't too healthy either, but this looks awfully like a volume reversal to me. What do you and others think?

best, Bosco



To: Logain Ablar who wrote (8051)11/22/2000 12:43:02 AM
From: Pink Minion  Read Replies (2) | Respond to of 30051
 
Now I am quite bullish on the B2B space and CMRC in particular. It is the #2 marketplace leader (behind ARBA) and with exploding revenues (look at the sequential #’s this year)

I hope you realize their revenue recognition is one big scam. They report goods sold not the commissions they made. That's kind of like a real estate company reporting the total value of the houses sold and not their commission.


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