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To: Slumdog who wrote (95513)	3/3/2000 3:50:00 PM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

D, actually, I'm a little less bullish on cmrc than I have been. I'm somewhat concerned that their recent spat of deals seem to be producing licensing fees, rather than per-transaction fees. I don't mind them giving away the store to snag these big deals, as long as there's a gravy train down the road. With licensing fees, their business model is not much different than any other s/w company's. However, cmrc remains a key player in a very hot sector, their revenue model is still evolving, and the stock seems to be regaining momentum. So why not hang on for the ride while it lasts? I almost reduced my cmrc holdings 15% today, rather than my qcom as I did. But am now waiting for a pullback before I do that. I see 300 for cmrc before next earnings. Rob