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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (5905)	3/6/2001 1:08:24 PM
From: Lane Hall-Witt	Read Replies (1) \| Respond to of 6445

Dave: I'm getting tempted by a number of those e-commerce infrastructure companies. ARBA for sure: way undervalued here, by my current DD. SEBL is trading at about its growth rate. ITWO is still expensive, but has a huge future. CMRC could be a nice pickup, although I wish a higher percentage of sales came from high-margin licensing. I like FMKT's business, its recent acquisition, and the appointment of Ray Lane to its Board. (Still looking for black ink.) ORCL has brutally high expectations for the next quarter, which makes me extremely wary of it, as much as I like the company and its longer-term prospects. I'm waiting to see some more earnings disappointments in the space: ORCL can't be alone. My fantasy is for ARBA to warn and drop into, say, the 10 range. (Just a couple of months ago I said on this thread that my hope was to see it under 20!)