Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: sam who wrote (1005)	2/25/2000 3:29:00 PM
From: Hawkmoon	Respond to of 1938

Sam... we're also likely getting some buying from those B2B holdrs who probably weren't quite ready to buy in yet. I imagine the options in CMRC have been going nutz, as I would assume that Merrill was likely using calls to lock in prices for their positions. Anyone remember when Merrill is supposed to offer that HLDR?? Regards, Ron

To: sam who wrote (1005)	2/25/2000 7:47:00 PM
From: sam	Respond to of 1938

Although initial word was that Ford's exchange would be the final entity, that now appears to be being downplayed. E-Commerce Times suggests that "the combined exchange will use Commerce One's electronic procurement software and database technology from Oracle." Other publications state differently. Some suggest that Daimler will bring yet another tech party to the table. Others say Daimler will simply pay a sum to make up some of the costs already expended by Ford and GM. So all we really can tell at this time is that ORCL and CMRC will be busy meshing their two exchanges over the next few weeks. Some one else may or may not be joining them. The new entity will also have representatives from ORCL, CMRC and the auto makers, and will likely be IPOed. "Oracle President Ray Lane said the three automakers will each have two members on the new company's board, while Oracle and Commerce One each have a single member. He expects the first exchange will take place in about 90 days." Obviously the street is pleased thus far with all the players. "The newly combined exchange is a boost for Oracle and Commerce One and a setback for competitors Ariba Inc., SAP AG and i2 Technologies Inc., said Steve Palfrey, an analyst at Sanford C. Bernstein & Co., who rates Oracle an ''outperform.'' ''Suddenly Oracle and Commerce One are the dominant technology suppliers for what, I think, will be the largest and most important exchange out there,'' Palfrey said. ''That will give them momentum to sign up additional exchanges.'' The exchange could help fuel a jump in Oracle's Internet software sales to the business-to-business market to $1 billion in 2003 from less than $100 million in 1999, he said." We'll see how it plays out further next week. Quotes from: quote.bloomberg.com