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Technology Stocks : Cobalt Group-(CBLT) -- Ignore unavailable to you. Want to Upgrade?

To: Jeff who wrote (105)	1/8/2000 8:56:00 PM
From: M. Frank Greiffenstein	Respond to of 141

CBLT is good but lets be objective! CMRC and ARBA have got nice deals with GM and Ford, respectively. Face it, parts and materials procurement is a huge market, especially when those two companies act as a "toll keeper", taking a slice of each transaciton. At this point, CBLT upside is limited by the fact they collect monthly fees from auto dealers. Problem is, ARBA and CMRC are way overpriced, and they just have a tiny slice of business while the automakers evaulate their systems. But there's a lot more CBLT can do in the b-2-b arena, especially in the area of car parts. That's the area that will make or break CBLT. DocStone