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Technology Stocks : Commerce One Inc - (CMRC) -- Ignore unavailable to you. Want to Upgrade?

To: bob zagorin who wrote (1674)	1/25/2001 1:51:35 AM
From: Dave Gore	Respond to of 1938

Bob, we'll agree to disagree. I always go for the stock with rapidly accelerating earnings over the one yet to have a positive quarter, especially in this increasingly finnicky market. Maybe in the short term you might be right though. But be a little careful....there are lots of people with big profit positions in CMRC and there is a fine line between momentum and major profit-taking.

To: bob zagorin who wrote (1674)	1/25/2001 10:25:24 AM
From: Dave Gore	Read Replies (2) \| Respond to of 1938

See what I mean, Bob, CMRC down 2-1/2 and ARBA up 3/4 today. Money tends to flow to the stocks that have not run up as much. It's early yet to draw any conclusions, but profit-taking is to be expected when stocks go up this much. That was one heck of a move in CMRC and if it drops enough here, it may rebound equally strongly, that is, if the B2B's stay in vogue and the analysts create another hot sector or two that draws money to something else. Longer term you might be right, no one can predict that.