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No. of Recommendations: 2
Bill Epifanio (tech analyst) of JP Morgan on CNBC just now says he'd be a BUYer of B2B stocks right now, that the model is a proven -- all the input he's gotten from CMRC and ARBA has him bullish. He says with, especially CMRC, despite the power on the other side on the table (their big cap clients) they've managed to negotiate equity shares, revenue shares, and licensing fees. The model works. Says it's hard for him to say whether B2B's are done falling, whether their ready to come back UP over the summer, etc., or where the floor is. He most likes and recommends the leaders -- CMRC, ARBA, and ITWO. --Aces

PS: My 2bits would be to look to see what gets reported on earnings this season and what's presented in conference calls.
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