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: Hawkmoon who wrote (1117)	4/12/2000 2:25:00 PM
From: MDGO	Read Replies (1) \| Respond to of 1938

I believe that Post#1116 answers some of your comments. Esp.the large Co.s who will set up their own B2B based on the open standards and all the available free, or inexpensive software. They aren't about to pay large sums to CMRC or others. Re-the CMRC partnerships, that may be of short duration as Co.s get a handle on what they can do on their own and at very little cost.

To: Hawkmoon who wrote (1117)	4/13/2000 4:08:00 AM
From: Kashish King	Respond to of 1938

It is disturbing how this market has failed to factor in the EXTRAORDINARY dollar amount of transactions that will eventually be facilitated through CMRC's b2b software. Well, CMRC's b2b software hinges on open standards so maybe the disturbing behavior was the road up where as the plunge represents an outbreak of rational thinking. Oracle glanced at B2B and realized that every database vendor already does it, minus one little piece of the puzzle: implementation of the standard B2B information formats. It took a week or two plus a few more weeks of testing. Tomorrow you will get the results: annihilating CMRC in terms of B2B revenue. You are going to see that story repeated by dozens then hundreds of companies. Ron, you can use any number of superlatives: incredible, immense, extraordinary, but it's rather hollow rhetoric don't you think? All those fees you're talking about are on the way down, way down. The thing is, the existing database and Internet infrastructure experts are going to rule this roost. Maybe you should invest in AT&T: just think of the trillions of dollars in transactions going over those wires!