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Strategies & Market Trends : Bowling Alleys and Tornadoes: G&K Hunting Grounds -- Ignore unavailable to you. Want to Upgrade?

To: Tom Ardnij who wrote (53)	7/22/1999 1:23:00 PM
From: HeyRainier	Respond to of 153

The Business-to-Business (B2B) space looks like a gorilla game in play. Lots of picks, all growing, and no clear winner yet. Market caps of various companies have been all over the map, but recent earnings reports seem to be helping to create a greater convergence in market values. Ariba remains on top for their fine execution (39 customers), but CMRC's and CLRS' market caps are beginning to converge (i.e. CMRC down, CLRS up), given the similar market positions (CMRC "less than 20 customers" according to Deutsche Banc Alex Brown, and 28 for CLRS as of the most recent quarter) and vastly disparate market caps (CMRC $1.3 billion and CLRS $151 million). It's a fun game to watch indeed. --Rainier

To: Tom Ardnij who wrote (53)	7/22/1999 10:09:00 PM
From: Mike Buckley	Respond to of 153

Tom, I think the evidence of performance and growth certainly makes Siebel the front runner for gorilla status. I'm not sure that the others have the potential to overtake it. I agree if you're referring to the front office specialists. I think it's still to early to know about IBM or Oracle. I'd place my bet on Oracle if I could only bet on one. Considering that I'm a Siebel whareholder, I'd be happiest if no company overtakes Siebel. --Mike Buckley