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To: Glenn D. Rudolph who wrote (114621)	1/6/2001 1:57:37 PM
From: GST	Read Replies (1) \| Respond to of 164685

I still can't see the value in ARBA (it would still make a good short) -- itwo looks much better to me.

To: Glenn D. Rudolph who wrote (114621)	1/6/2001 2:35:48 PM
From: H James Morris	Read Replies (3) \| Respond to of 164685

>but valuations at one time were rediculous. Glenn, I was going over some of my transactions over the last few years the other night, and I couldn't help but giggle. In 98 I missed most of the mania because of what I considered to be crazy valuations. Then I read an article by Adam Lashinsky who writes for Fortune and Thestreet.com. Who I think is one smart SOB. I wish I could find the article now, but he went on the describe the up-coming B2B mania. And that's exactly what he said it was going to be. So I jumped in with reckless abandon. I told my brokers if its got B2B in it buy it! I went after every B2B IPO I could get my hands on!! As they went screaming up the charts I started getting nervous that this mania might end tomorrow. So I started selling and they still kept going up!!. I felt like an idiot for selling too early. I look at the B2B prices today. I'm very happy.:-)