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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Teflon who wrote (189)9/8/1999 2:01:00 AM
From: ynot   of 1817
 
two other points re CMRC+ARBA, their history
CMRC grew and was almost bootstrapped by SAP

ARBA may have been born with CMRC envy by VC's building different but same products so that there was a 'story' to pump

ERP vendors (led by SAP) have and will further extend their core products so CMRC+ARBA have built in competition

BVSN will come at it from the convergence side
CMRC got whacked recently by shorts
ARBA is getting fattened by the market, gravity will affect it soon

all imho
regards,
ynot ;)
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