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To: Libbyt who wrote (93088)	2/5/2000 3:55:00 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 164684

Hi Libbyt, I bought some CMRC too, but why do we need "nodes?" I'm imagining a future where sales are direct from vendor to vendor. I don't get why they will need a place to hang out, especially with the middleman taking a piece of the action I'm going to be pretty aggressive with BVSN, since the CEO feels they will start bumping into Ariba in about a year. This makes sense to me: if you develop sw for website based businesses, you will eventually move into the b to b space. It doesn't seem like a stretch to me, and again, BVSN is expecting to expand into this area. I will also get Ariba, but I am buying CMRC to cover the possibility that these nodes will somehow work, but I don't see why. Perhaps there will enough to go around for everyone.