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Strategies & Market Trends : Drillbits & Bottlerockets -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (8241)	4/18/2001 4:18:57 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 15481

Tim, The rate cut does concern me, but I would guess that it is still going to have a positive effect. At least for the short term. The first question that comes to my mind is "does this lock in another cut in May?". Two of my new rules follow: -If a CEO of a company sells $150M worth of stock while the stock is at an all time high, and you own the stock....think very seriously about trusting his judgement. -If a CFO leaves a company that you have a position in. Sell it.

To: Logain Ablar who wrote (8241)	4/18/2001 6:09:55 PM
From: John Pitera	Read Replies (1) \| Respond to of 15481

so I'm forgetting who likes what now a days -g- CORV does sound like they have a very meaningful product. I remember back in Feb 180 million shares of CORV were unlocked which is a heck of a lot and it will apply some overhead. I was thinking that the ARBA conference call was friday afternoon. too bad it's in the morning. ARBA has been inking some deals in the past 3 weeks so they may be a bit more upbeat. do you have any thoughts on CMRC's quarter?? TIBX ......I just feel cautious on them for now. John