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

To: Pareto who wrote (1143)	4/17/2000 10:21:00 AM
From: JH	Respond to of 1938

CMRC TA: Today's low of $64 corresponded to approx. 1/4 of the March highs of $275. I may accumulate some here for a quick trade. $69 now.

To: Pareto who wrote (1143)	4/17/2000 10:33:00 PM
From: Hawkmoon	Respond to of 1938

Pareto, You make some very interesting and lucid comparisons. However, there is a difference between the physical transfer of goods and the electronic coordination that facilitates such physical transfer between vendors and customers. Trade Exchanges will not likely alter the physical means by which goods are shipped, but rather the red tape that is involved in making the RFPs or bidding process. Instead of a port facility, think more along the lines of the import/export broker exchange and US Customs Automated Commercial Service (ACS) where manifests and necessary documentation is exchanged and approved. And as a shopping mall, the comparison breaks down slightly in that malls are built by developers as means for vendors to congregate in one area where customers can access THEM more conveniently, as opposed to CMRC trade exchanges where a large customer(s) builds a "mall" where ITS vendors congregate to service its needs and induce competitive bidding between suppliers. The difference is that the large corporations are forcing competition amongst its suppliers and providing them a centralized purchasing platform where that corporation can derive the best advantage (and probably to the disadvantage of the supplier's pricing power and profit margins). So the bottom line in my perspective, is that these cyber market places exist solely for the benefit of the end user corporation(s) and they will squeeze the profit margins of all of their suppliers by making them ruthlessly compete for access to these large markets. This increase in their logistical supply chains efficiency will go straight to their bottom line as earnings (for the most part) and CMRC will receive a nice profit for making all of it possible. Good to see you out here.. Look forward to further analyzing this business model.. Regards, Ron