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

To: Hands Off who wrote (1097)	4/10/2000 2:42:00 AM
From: Kashish King	Read Replies (1) \| Respond to of 1938

Marshall, Larry is using SQL as the back-end workhorse providing his customers reliable, scalable access to their data. I think you know that old story but Larry is also big on XML. Larry and Bill and Scott and Lou and even Steve have been focused on that for the better part of the last year. They are just the tip of the iceberg. B2B using dynamically published XML is not waiting for CMRC to make money off it. Once the big firms realize they can buy the small amount of dynamic publishing software they need from Larry and Lou, few will not be buying from CMRC. The free-stuff will be based on industry standard vocabularies and system architectures like J2EE. I don't think business grasps the relative simplicity of this B2B link using XML and an electronic exchange. It's relatively simple because most of the complexity has been managed by Lou and Larry already. Watch out for Bill, too. You really have to wonder -- if you're a prudent investor, that is -- where the money will come from. There will be a very large number of vertical exchanges linked together to create an orthogonal electronic market. This reminds me of the Application Server market: gillions of companies jumping on a product that Larry, Lou and Bill bundle with their basic e-commerce solutions. It's a large market and there's a definite place for CMRC, I just don't know that their market cap reflects future realities.