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To: H James Morris who wrote (117812)	2/15/2001 3:16:13 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 164684

I tired of calling Him; he's a bigger slut than you Jim. He tells me to use stops on my tech portfolio. my reply, Yeah right... He's too fat now!

To: H James Morris who wrote (117812)	2/15/2001 3:48:49 PM
From: Mark Fowler	Respond to of 164684

You know what i hate about Arba and Cmrc? The market , investors cannot make up there minds about which one is leader? You know what I think their is room for serval players in that industry i don't like Itwo's valuation right now and that stock can drop to 27-25 bucks. Arba is a dead horse because it didn't move into the SCM before Cmrc. I think that B2b space is dead money until these issues get sorted out in the market place. Then again maybe they will never get sorted out. However, Cmrc has been out performing lately.