Commerce One Inc - (CMRC) Message Board

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Technology Stocks : Commerce One Inc - (CMRC)

CMRC 3.370

+1.0%

Jan 22 3:59 PM EST

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To: bob zagorin who wrote (1671)	1/24/2001 10:24:39 PM
From: Dave Gore	Read Replies (1) of 1938

OT - I also posted an Epoch Report on ARBA on the ARBA thread. The B2B sector is back in favor and I recently purchased stocks of both companies, although I own no CMRC at this point. I think it is fair to say that CMRC's earnings report was received more favorably than ARBA's (even thought ARBA's was also an excellent report) but I am a bit nervous that CMRC's stock price is approx. 115% above recent lows and feel a little safer at this point with ARBA, as it is only about 25-30% off its 52-week low. Also I am ultimately a fundamentalist and while ARBA is already profitable, CMRC is expected to eke out a mere 1 cent EPS gain in all of 2001. If the Market decides to play the valuation game at some point, ARBA is the safer bet right now. Of course the momentum is clearly with CMRC so I certainly could be wrong. Either way, I think this is an up and coming sector again. Good luck, everyone.

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