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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (2441)	7/12/2001 3:20:00 PM
From: Logain Ablar	Read Replies (2) \| Respond to of 2850

Hi John: No I just came accross Yardeni's site and thought you might be interested. On CORV I need to read and listen to this quarter. Problem with technology and telecom in particular all of 98 into 2000 companies were being funded for future growth. Growth is not materializing and now we have excess capacity which equates to high competition lowering margins. CORV is supposed to have good tech (Broadwing, Quest, Williams use the product) but it doesn't mean the company can survive. On CMRC. We'll I think its a survivor business and technology side and think they have been adapting to the market. They may be a little slow (hard to stay ahead of the sector as its falling off a cliff) in cutting costs but I still like the marketplace concept. Right now most analysts are staying away from the marketplace software companies like they have the plague so its a good contrary indicator. Its still going to take a couple of quarters to see if the recurring revenue starts to kick in. Silver. Well if Warren is still invested it should be a good bet. He's been known to be early and most times right. Any cc notes I take I'm going to post here. Subject 51473