Commerce One Inc - (CMRC) Message Board

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Technology Stocks : Commerce One Inc - (CMRC)

CMRC 4.460

+1.1%

Nov 24 3:59 PM EST

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To: Logain Ablar who wrote (1915)	2/7/2002 10:39:57 PM
From: John Pitera	Read Replies (2) of 1938

Hi Tim, very good points you make. I particularly see the wisdom of your point that with the many high tech companies with a fair bit of cash on the balance sheet, we're likely to see a longer period of very thin or negative margins in these industries. It will be something like watching a room full of people with the oxygen getting sucked out. The companies will fight harder in an overcroweded, over capitalized area for a longer period than in many past market peaks. Mark Hoffman was the founder and CEO of Sybase I believe. We saw how they well they faired against ORCL in the relational Database area. If CMRC does not workout, I'm just not sure what term to use to describe the bad outcome. Did Mark Sybase the company or did he Hoffman it ..... John John

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