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Technology Stocks : Commerce One Inc - (CMRC)
CMRC 2.950-1.8%Feb 5 3:59 PM EST

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To: ltbullish who wrote (473)12/29/1999 3:55:00 PM
From: Lizzie Tudor   of 1938
 
Hmmm I disagree, scm is too complex a sales cycle and implementation. I don't want to buy stock in another complex erp bolt-on software company, the growth curve is too low ... I like cmrc because its more of an internet business model... set up the infrastructure and everybody comes online at once. I hope they don't waste time with scm until they gather most of the business which doesn't want that level of complexity. I2 was practically consumed as a company with one account - Dell. Great for stability but not for growth... that was my take on it anyway (although I do like i2)
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