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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
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To: Jerry Olson who wrote (90967)3/31/2000 9:46:00 AM
From: Lane Hall-Witt  Read Replies (1) of 120523
 
OJ -- CLRS:

It's also worth noting that the Prudential downgrade on the B2Bs (ARBA, CMRC, ITWO) should actually put CLRS in a positive light. The downgrade of ARBA, CMRC, and ITWO is because MSFT and ORCL are making noises about establishing B2B marketplaces that don't charge transaction fees. In essence, PRU argues that MSFT and ORCL are undermining the business model of the B2B pure plays. That's not true for CLRS, however: the essence of the Clarus Direct model is that it enables companies to conduct business without paying transaction fees to a third-party middleman. In fact, the MSFT initiative is its eMarket partnership with CLRS.
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