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

To: John Pitera who wrote (8595)	4/20/2001 11:49:47 AM
From: Logain Ablar	Read Replies (2) \| Respond to of 15481

John: I don't have a tv in the office but i gather the interview did not go well <gg>. If you go by Hoffman marketplaces are alive and well but it is wise and prudent to be skeptical. ARBA has a host of problems (I didn't listen to thier cc) not least of which is the ITWO relationship. I would think there is a limit to the amount. Look @ Covinsint as an example. One mega exchange. makes sense over having 3 or more in the us alone especially if your a supplier and you bid with all the domestics. So in a nutshell I agree ARBA sees no future based upon their actions but CMRC expects good growth in private exchanges. From a stock price perspective I can see it breaking $14 next week on the MSFT & SAP announcments but $18 would be my top and if you consider the company won't be profitable till next year and revenues will be flat sequentially for the year (i.e. appx $170M each q) - granted it should be conservative to allow the company leeway to beat the #'s) The market seems to have run pretty far and fast for the past few weeks. Lets see if it stays above its 20 ema.