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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: Dave Gore who wrote (1673)1/24/2001 11:46:32 PM
From: bob zagorin  Read Replies (2) of 1938
 
actually i think CMRC is the safer play right now because their revenue is accelerating. ARBA has 2 big questions right now -why did they change their model (to make the Q???) and can they make w/o ITWO as the market looks for more end to end solutions. CMRC / SAP relationship is solid and revenue accelerating. Epoch feels that way also.
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