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To: Robert Rose who wrote (95118)	2/28/2000 2:13:00 PM
From: Danny	Respond to of 164684

Rob, I think the current ARBA run started a few weeks back when ARBA was in 150-170 range. I remembered there was a news regarding ARBA/IBM deal. If my memory serves me correctly, ARBA never looked back since. CMRC, on the other hand, has been on the defensively mode (because of that ARBA/IBM deal) until last week's big three alliance. So, I think ARBA and CMRC each is running on its own space at this moment. It does seem that the street likes ARBA slightly better than CMRC although I dont know why. My personal take (and also one of my investment principles) is why not putting your money in both companies if there is no clear winner at the moment. The upside potential for the winner is huge from here (as we discussed before, with market cap well north of 100B). To me, two symbols, ARBA and CMRC, are identical at this moment. My initial investment money is about evenly dist'ed between the two although I must say ARBA starts to weight heavier for the past 4 weeks. Danny

To: Robert Rose who wrote (95118)	2/28/2000 2:20:00 PM
From: mike machi	Respond to of 164684

Diamond Technology Partners Helps Define World's Largest Internet-Based Virtual Marketspace E-Business Services Firm Helps Ford and General Motors Combine Online Procurement Systems and Operations CHICAGO, Feb 28, 2000 /PRNewswire via COMTEX/ -- Diamond Technology Partners Incorporated (Nasdaq: DTPI) helped craft the technology architecture that will enable the Big Three auto makers and their respective software partners to combine their online business-to-business exchange initiatives. The impact of that "Internet-time" cooperative effort will be felt for years to come, predict members of the Diamond team who helped in the formation of the world's largest Internet-based virtual marketspace. General Motors Corp. (NYSE: GM) and Ford Motor Co. (NYSE: F) announced February 25 that they will merge their Internet business-to-business exchanges, and that DaimlerChrysler (NYSE: DCX) will share in equal ownership of the new venture. The new, fully integrated e-commerce supply chain platform promises tremendous benefits for the auto makers and their suppliers, including improved speed-to-market, reduced costs and higher quality, while making progress towards enabling consumer-driven customization strategies. Diamond's president, Adam Gutstein, said, "Beyond the faster, better, cheaper benefits to the supplier network, the new venture will provide a platform that can be leveraged far beyond the automotive industry. "A seamless online purchasing environment can potentially generate enormous value beyond its original automotive industry scope," said Gutstein. "Spinning this venture off into a separate e-business may well turn out to be the real killer app." Technology Alignment Puts Benefits Within Reach Diamond was brought into discussions between Ford and General Motors to help reconcile their disparate online purchasing initiatives. General Motors' Trade Xchange is aligned with software company Commerce One (Nasdaq: CMRC); Ford's AutoXchange is a joint venture with Oracle Corp. (Nasdaq: ORCL) and Cisco Systems (Nasdaq: CSCO). Diamond worked with all the parties in defining a workable business and technical architecture that is scalable, reliable, and equally leverages the strengths of the products provided by each of the auto makers' technology partners. "Diamond was asked to find a way to leverage the existing operational infrastructures of GM's TradeXchange and Ford's AutoXchange with the best of the leading exchange technology from both Commerce One's MarketSite and Oracle's Exchange," Gutstein said. "I'm proud to say there is universal agreement that this new venture will present a single interface to the automotive supply chain, reducing the complexity required in communicating with the exchange, eliminating the time each auto maker might have spent developing costly interfaces, and enabling collaboration throughout the supply chain." "In short order," said John Sviokla, vice-chairman and head of Diamond's strategy practice, "this will become the de facto industry standard for open, scalable and highly available exchange architectures. It will be capable of handling large transaction volumes beginning with the combined $160 billion of Ford's and General Motor's indirect and direct purchasing. "However, the real power lies in the long term business vision, the underlying network economics and the leading architectural design which will allow for growth well beyond automotive industry purchasing transactions," Sviokla said. About Diamond