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Technology Stocks : Commerce One Inc - (CMRC)
CMRC 2.980-6.6%3:59 PM EST

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To: Mohan Marette who wrote ()12/29/1999 3:39:00 PM
From: ltbullish  Read Replies (1) of 1938
 
Competition Again...

I2 is leveraging its strength in SCM and positioning itself as an B2B player. It entered high tech B2B exchange recently by setting up hightechMatrix.com. I am not very familiar with the depth of its product offering. But, I do see I2 as a threat as well (I am long both CMRC and I2).

Any comments?
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