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To: Lizzie Tudor who wrote (87477)	12/14/1999 10:25:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

I'm not predicting anything. I try to steer away from writing scripts for the market. For the last couple days CNBC has had a long line of strategists that are predicting that the tecch and Internet issues are in for a big correction early next year. I have found that when the consensus becomes too polarized the market doesn't accommodate.

To: Lizzie Tudor who wrote (87477)	12/15/1999 3:06:00 PM
From: fedhead	Respond to of 164684

Whats with CMRC , FMKT and ARBA ? You think ORCL and ITWO could be a better B2B play than them. I have a friend at ORCL who says that ORCL has more customers than CMRC does in the B2B transaction space. Did the conference call make any mention of this ? This run up of 10 can't be explained just on the basis of exceeding earnings. Anindo