Bowling Alleys and Tornadoes: G&K Hunting Grounds Message Board

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Strategies & Market Trends : Bowling Alleys and Tornadoes: G&K Hunting Grounds

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To: Tom Ardnij who wrote (53)	7/22/1999 1:23:00 PM
From: HeyRainier	of 153

The Business-to-Business (B2B) space looks like a gorilla game in play. Lots of picks, all growing, and no clear winner yet. Market caps of various companies have been all over the map, but recent earnings reports seem to be helping to create a greater convergence in market values. Ariba remains on top for their fine execution (39 customers), but CMRC's and CLRS' market caps are beginning to converge (i.e. CMRC down, CLRS up), given the similar market positions (CMRC "less than 20 customers" according to Deutsche Banc Alex Brown, and 28 for CLRS as of the most recent quarter) and vastly disparate market caps (CMRC $1.3 billion and CLRS $151 million). It's a fun game to watch indeed. --Rainier

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