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Technology Stocks : Commerce One Inc - (CMRC)
CMRC 3.740-4.3%Jan 16 3:59 PM EST

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To: Lao Ou who wrote (584)1/8/2000 12:13:00 AM
From: Brian Malloy  Read Replies (2) of 1938
 
Day to day movements are near random in nature when plotted. However, as the time period is extended the trend can be seen. Companies act differently but arguably CMRC and ARBA are top tier in B2B. A few months after ARBA came out of its lockup, the shares were absorbed and the stock had doubled. Once CMRC bases and the extra shares are absorbed we will move. When that time will be, is hard to say, but it could be next week. :-)

There are a lot of institutions that want B2B stocks and CMRC is no doubt on the shopping lists. In any case, as the others are bid up, CMRC becomes a better "value" and money goes into it. The old rising tide lifts all ships in the harbor theory.

When AOL and Yahoo were running up in October and early November CMGI just sat there. People on the thread were upset. Then CMGI took off in mid November and outran both AOL and Yahoo. Now people on the AOL thread are upset because their stock has not gone up like CMGI. Just sit back, relax and enjoy the ride.

Regards,
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