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

To: puborectalis who wrote (1125)	4/13/2000 4:26:00 AM
From: Kashish King	Respond to of 1938

Ah, could have been put a little more succinctly. Lemme give it a whirl: the so-called land-grab is an air-grab. Oracle, IBM, Microsoft and others will provide software enabling companies to publish data from their respective databases, up to the minute if need be, for submission to the exchange with the lowest cost. They can set up such an exchange themselves using, once again, software from their respective database provider. I don't see a revenue stream from licensing software which takes a few weeks to develop, at least in Oracle's case. Seems to me that CMRC developed the 0.001% of the software that IBM and Oracle were going to get to eventually anyway. They had other priorities in terms of their respective e-commerce infrastructures. Now, once you have the software you can slap it on hardware from Sun and poof magic: you're an e-commerce exchange! Gee whiz! I'm telling you, all of these big deals will start to melt down when Larry Ellison taps you on the shoulder and says ah, you really don't need to mess with that cuz we're doing it already. See, 99.99% of what you need we've already given you.. Ditto for Lou Gestner from IBM and Bill Whathisface from Microsomethingorother.