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Strategies & Market Trends : Drillbits & Bottlerockets
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To: John Pitera who wrote (7472)4/10/2001 3:28:32 PM
From: Logain Ablar  Read Replies (2) of 15481
 
John & Tom:

A couple of thoughts on arba/cmrc.

1) CMRC is forecasting appx 100% more revenue this quarter (170 to 90) and half the loss (11 cents vs. 20).

2) Covinsint is slowly but surly making headway.

3) CMRC has another one of those B2B conferences in April. Not sure if its similar to the one in Sept that brought focus onto the company.

4) In cc CMRC indicated with sales staff brought on board in 4th qtr they are seeing a robust pipeline (means squat if one can not close the deal but it sounded ok on the cc). Flip side ARBA was no where near as positive.

5) CMRC mentioned SAP at least 10X. So with this and my pumping its ready to revisit $5.

Best
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