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Technology Stocks : ITRA INTRAWARE -- Ignore unavailable to you. Want to Upgrade?

To: Wildstar who wrote (503)	12/19/1999 2:12:00 AM
From: mark cox	Read Replies (1) \| Respond to of 937

Hi Wildstar, look at it this way. The most informed person on the planet about this company is Peter Jackson. If he made that statement then who are we to argue. If you go over to the Yahoo thread for ITRA we are having some great discussions about this and what we are coming up with will stun you with the potential. In a nutshell, CMRC. A big B2B player. We believe that all of CMRC's customers have to use CMRC's proprietary software to use their eMarketplace. This means that every customer that CMRC has needs to install that software on their computers. Plus they will have to update it, install bug fixes and patches and install new revisions. After the partnership with ITRA, these CMRC customers will be downloading the software originally thru ITRA. Now think of this. CMRC's website shows 28 large customers. One of which is GM. Now imagine all 28 of those customers have now become ITRA customers thru CMRC. Every time CMRC picks up a new customer, so does ITRA. Besides CMRC there will be IWOV the following week and then 4 more of these deals in January for a total of 6 in the next month that we know of. Each of those 6 new partner's customers will then become ITRA's customers. See the exponential pattern here? ITRA is growing their business themselves by leaps and bounds. Then they grow it more by their partners growing their own customer lists. That's what the Street.com article meant when it said: With these deals, you could call Intraware a B2B company's B2B company. We know that all the B2B companies like VERT, ARBA, CMRC, PPRO, CMDX and the rest are growing like crazy. Well if they chose to have ITRA handle their software services then ITRA grows like crazy with each one. Will the other B2Bs use ITRA like CMRC did? Look what the CEO of CMRC said: "The service is a cheaper, more efficient way to do it," says Mark Hoffman, Commerce One CEO. "It's not my core business. and a VP from Vignette: "We have other resellers," says John Vincze, vice president of worldwide partner channels for Vignette (VIGN:Nasdaq), an Internet software firm. But he says Intraware is the only one that offers the tools, services and sales force all in one. "We could've built it ourselves, but it was cheaper" to go with Intraware." It would seem so that the others will follow suit and why not if it saves their companies money and effeciencies. Let all that settle in to your thoughts. Then ask yourself one question. " Do I own enough? " Mark