Commerce One Inc - (CMRC) Message Board

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Technology Stocks : Commerce One Inc - (CMRC)

CMRC 5.525

+6.3%

Nov 12 3:59 PM EST

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To: Erick444 who wrote (254)	12/23/1999 7:07:00 PM
From: Lizzie Tudor	of 1938

Blind negative comments like this are a hallmark of the shorts on this stock. Given the fact that EDS started with a deal with GM that in some ways was not even as encompassing as cmrc's (not to mention the fact that EDS had no standard software to sell or a transaction-based revenue model)... then where would you put the valuation of cmrc relative to their industry? Are you predicting an overall market decline or just a decline in cmrc? Akamai and sycamore are valued 50-100% more than cmrc... with more entrenched competition and a less lucrative revenue model, are you also predicting panic selling there? My guess is you don't know anything about this business and your entire criterion for being here is the fact that cmrc is going up 50 pts a day.

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