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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: foundation who wrote (27888)7/14/2000 11:29:26 AM
From: StockHawk  Read Replies (1) of 54805
 
CMRC is looking for equity interest in, and ongoing revenue streams from exchanges, plus their own network tolls

Benjamin, could you possible point us to some evidence that shows that CMRC has been successful in implementing this strategy. I am not that well versed in these companies, but I have read more than one article that stated that the early high valuations enjoyed by CMRC and ARBA were predicated on the theory that they would take a piece of each transaction. However, these same articles stated that the largest participants would never agree to this, and instead would be paying just for software licenses. Not that selling software is not a great business, but it is different from being a participant in the transactions.

StockHawk
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