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To: Mark Fowler who wrote (115334)1/15/2001 3:55:03 PM
From: GST  Read Replies (1) | Respond to of 164684
 
Valuation might be an issue -- but it is rare to find a company that actually has a brilliant future -- and not just a bunch of empty hype (ARBA). I think that people who buy and hold itwo will look pretty smart a couple of years from now. People who hold ARBA will be wondering why they did not do a little more homework.



To: Mark Fowler who wrote (115334)1/15/2001 9:14:11 PM
From: Victor Lazlo  Respond to of 164684
 
<<Itwo should perform in line with the market i don't want last yrs.high flyer valuation sucks. I think the B2b space has cooled and more consolidation is coming. >>

Then again, back in Sept, weren't you saying that financials were showing bullish leadership, portending an overall up-move in the market?


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