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To: Glenn D. Rudolph who wrote (115208)1/12/2001 8:29:57 PM
From: GST  Respond to of 164684
 
Glenn: Its your money and you are an adult -- far be it from me to interfere. I think I know something about the industry -- I have a very long-standing interest in this business that dates back to the mid-1980s. Itwo preannounced and went up substantially and has held on to most of those gains. ARBA reported earnings and received a slew of downgrades and dropped 20%. The strategic analysis of the companies appears to be diverging. The fundamentals appear to strongly favor itwo. And the chart you post shows a growing divergence that I have tried to suggest is just beginning and is likely to grow. I know something about this business Glenn. But if you like you can believe, as William suggests, that ARBA "has its customers by the cajones" -- whatever that is supposed to mean. The downgrades today were no accident IMO.