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Technology Stocks : Commerce One Inc - (CMRC)
CMRC 3.730-4.6%Jan 16 9:30 AM EST
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To: Pruguy who wrote (1096)4/1/2000 7:08:00 PM
From: Hands Off  Read Replies (1) of 1938
 
Here is a link to a more positive cut on Crook's comments:
ragingbull.com

My take is the following: Assume CMRC were to get 50% of the transaction fees on a GM only deal. For illustration assume $1000 of tran fees and, therefore, $500 to C1. Now add Ford and Chrysler to the deal. Obviously, more transactions with these additions. Shall we say $2500 in transaction fees with the addition of Ford and Chrysler. Also we reduce C1's cut to 20% (half way between 15% & 20% mentioned in above article) and guess what - C1 gets the same amount of $.

It seems logical to me that GM is saying to C1 - look we are bringing more folks to the party and we got to split the pie a little differently - but its a bigger pie.

The other part of the puzzle is that now ORCL is saying they will build the exchange and won't charge transaction fees. Give it a rest Larry. These folks like GM and Boeing are are big enough to want the best with the least amount of uncertainty and headache. They are less interested in exchanges than building cars and airplanes. C1 proved they are the best by beating out ORCL with BA. Nice try Larry but stick to your SQL.

I agree that we need more information from C1 on the details of the exchange but this drop only proves to me that most of the folks investing are followers and it just takes a loud voice to point them to the kool-aid bowl.

BTW C1 only represents 3% of my portfolio but I won't be adding more until I see some clarification on how revenues are to be generated.
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