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To: steve harmon - analyst who wrote (3113)	11/15/1999 9:05:00 PM
From: Lizzie Tudor	of 4337

Did you see that Ariba acquired an auction company today (trading dynamics)... this must mean they are intending to emulate the commerce one transaction model... where does that leave cmrc in your view then? A DB analyst piece recently alluded to Ariba adding a transaction based model also. Do you have any sense that Ariba is actually following cmrc's lead - cmrc having more vision? Thanks for your thoughts.

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