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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: im a survivor who wrote (30002)	1/26/2001 1:43:59 PM
From: edamo	Read Replies (1) \| Respond to of 65232

keith....i don't see the attraction to cmrc or any b2b enterprise companies......b2b will grow..but, edi(electronic data interchange) has been around for a thirty years, most large companies that have sap or orcl software can use the system software for procurement and materiel control...it's done every day, without any third party software interface....not to say the cmrc has niche market potential, but they have limited growth.....no different then everyone in the world owning a...(reference my earlier diatribe!).....look at the downturn in web design companies...when the internal it department understands the capability of their primary software and can do what a consultant has been paid to do...the consultant becomes redundant.....msft will be pushing into this market also, per their recent ad campaign...

To: im a survivor who wrote (30002)	1/26/2001 2:00:10 PM
From: Dealer	Read Replies (2) \| Respond to of 65232

Hi Keith! I would buy it again under 30....but not right now. I bought QQQ today with 1/2 my holdings. I had sold my CMCR also. I think B2B is still alive and well, as in CMRC. Why??? Because banner ads are not working anymore. Been there and done that.....CMRC says that it does not give a company Soft Ware and leave them to build their business. They stick around and help them, promote and show them how to build their internet business......sounded good at the time to me.......They get a continued % of the companies take it does not stop with the sale of the software. They (companies) have gotta to figure out how to make money or we will not have an internet.... commerceone.com See the above link for customers. JMHO dealie

To: im a survivor who wrote (30002)	1/26/2001 9:54:58 PM
From: Jill	Read Replies (2) \| Respond to of 65232

Keith: Probably the best idea for preserving capital is figure out what the loss is you're willing to take (5%, 10%) and put a sell stop good to cancel order in to protect yourself. That protects from the sudden gap downs. I still don't do this. One reason is the market is SO volatile the thing can gap down and gap up--as in extr, as you pointed out. I liked Ed's posts about basing. I have been choosing stocks like that for my buy-writes. CMRC was doing that at the time of my buy-write (19-22 or so--it droped to 17 1/2 when I did the buy-write). I couldn't have predicted the earnings runup--other stocks have gotten killed on their earnings reports. So that would be gambling. And PALM--I have it in my IRA at 24 1/2. You could say it's trading in a triangle and that could be considered dangerous, but I see it basing in a range, very comfortably. So I did my buy-write on that. And true to form it has not made wild moves at all this week but been nice and steady. ATML's a good one too, a sleeper stock in a way, not glamorouis, just a good bizness