Commerce One Inc - (CMRC) Message Board

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Technology Stocks : Commerce One Inc - (CMRC)

CMRC 4.460

+1.1%

Nov 24 3:59 PM EST

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To: Mike Petriv who wrote (431)	12/29/1999 9:23:00 AM
From: HoyaBob	Read Replies (1) of 1938

"Seriously overbought": Based upon what evidence, Mike? Do you disagree with the Dresdner analysis (i.e. about $2,000 per share next year)? Don't you think the networking effect and the GM contract make it likely for billions more transactions to run through CMRC? Imagine what success with GM can mean for other, as yet unsigned clients. Just speculating, but look at what ARBA is already boasting. This is at least a $1.3 trillion market (per Forrester) with only 5 or 6 "first movers". CMRC has dominance and the incredible potential of GM and the rest of the corporate world migrating to its platforms.

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