Gorilla Game Investing in the eWorld Message Board

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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Bruce Brown who wrote (728)	11/18/1999 9:56:00 PM
From: pala	Read Replies (1) of 1817

<<I posted the POD because I too was struck by the proprietary product of ARBA vs. the obvious Godzilla Game likeness of CMRC. Maybe that helps explain why CMRC trades like a Godzilla. ;-) Yes, we will have to look deeper in regards to the slice of pie for each transaction. I'll start digging around to see what I can find>> Bruce; Almost every part on every, say BMW, is "proprietary", doesn't mean a thing. Also these "proprietary" parts are built by third parties, just like Ariba. My earlier post from Ariba's 10Q clearly states that the people supplying their software could become competitors. It also states that a per line charge is a dream at this point. Listen to the interview on V-Call it tells the whole story vcall.com There is also a new call that I'll listen to later tonight. (Nov. 15 call) Enjoy Doug

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