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Technology Stocks : Commerce One Inc - (CMRC) -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (734)1/25/2000 7:10:00 PM
From: ken Su  Read Replies (1) | Respond to of 1938
 
It is kind of difficult to compare CMRC and ARBA. The license fee for CMRC and ARBA are:33557 and 37725 for last 4 Q. The service for CMRC and ARBA are:8986 and 24274. Just last Q: CMRC's License went from 7778 to 13067 which is a 68% gain compared to ARBA's 9829 to 15784 which is 60.6% growth. I think CMRC is growing fast in license which is more important than the service.



To: Lizzie Tudor who wrote (734)1/25/2000 8:41:00 PM
From: LLCoolG  Read Replies (1) | Respond to of 1938
 
Lizzie,

60% q/q revenue growth is absolutely astounding. EXDS has been hitting 30-40%, and look what that company has done the past 15 months.

Of course, CMRC is basically starting from scratch. If they maintain 60% for the next quarter to two, we are looking at an AOL/YHOO type stock. I'd be happy with 30-40%.

G


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