----- Original Message -----
From: "Cameron Childress" <[EMAIL PROTECTED]>
Sent: Tuesday, September 12, 2000 5:58 PM


> Typically by the time you and I hear about things like that, the market has
> already adjusted.  That doesn't mean that buying right now is a bad idea, it

Yes - well put - except that buying now_might_actually be a bad idea.

The fact is that by the time you did here about these "facts" and "strong buys",
they are usually factored into the market and already reflected in the current
price along time beforehand. Very often - the "strong buy" has already caused an
overbought situation, and the only way for the stock to go, is on a downwards
correction.

Unless you are brave enough to "fade" the so called analysts (do the opposite of
what they say to do), your best bet is to take a medium to long term view on the
stock and invest accordingly.

I think that the fundamental outlook for Allaire is positive - but I am not an
analyst and ymmv!

Adrian Cooper.


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