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To: steve harmon - analyst who wrote (3518)	12/27/1999 1:01:00 PM
From: JOE	Read Replies (2) of 4337

Steve, Thank you for your response. I think there is a difference between B2B and B2C: For B2C, name brand, advertisement matters. Also If you are the first one in that biz, your change to success is much higher. However for B2B, The company relationship and politics are the key. Also fortune 500 corps will determine the whole B2B market. I think once Y2K problem is over, IBM/GE/AT&T/EDS will try to catch up. (MSFT may be another one, MSFT and IBM are two biggest XML players) The real battle will be between them. I agree with you that IBM has the best change to win. What I disagree with you is that once these big guys jump in, CMRC and ARBA will be out of the B2B game. the only question is when this will happen. Have a wonderful new year. joe

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