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Technology Stocks : John, Mike & Tom's Wild World of Stocks

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To: Logain Ablar who wrote (2708)	4/7/2002 9:50:03 PM
From: John Pitera	of 2850

Hi Tim, You know CMRC is interesting. There was the very very bearish article in terms of SAP's agreement with them possibly accounting for 7 million of CMRC's 8 million of license revenues this quarter. Looking at the chart and the lack of growth in license sales one would say CMRC should have the 10 run rule invoked, to end the suffering. But, I had a friend show me page 51.10 of the 10 K filed April 1. It shows the Revenues recognized from Covisant, and NTT. Those numbers are growing. have you seen that chart on Page 51-52? and it is interesting that Covisant revenues increased over 100% and NTT revenues by over 160%. his albeit too bullish take is that if you see this trend continue and then see the other exchanges start to kick in, then you've got something..... not much maybe but... something. Any thoughts on this? ccbn.tenkwizard.com During the years ended December 31, 2001 and 2000, the Company recognized revenues with Covisint, LLC (“Covisint”), a business-to-business e-marketplace for the procurement of goods and services by automakers, their suppliers and others. The Company holds a two percent equity interest in Covisint and under the terms of a Technology Agreement with Covisint (see Note 11), the Company indirectly licenses software and professional services and software maintenance to Covisint in exchange for cash compensation and a share of Covisint’s e-marketplace revenue over a ten-year period. During the years ended December 31, 2001, 2000 and 1999, the Company recognized revenue from transactions with NTT Corporation (“NTT”). A member of the Company’s Board of Directors currently serves as an executive of an NTT subsidiary. Amounts included in the consolidated financial statements in connection with the related party transactions described above are as follows (in thousands):

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