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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (36923)	6/1/2000 8:05:00 PM
From: John Pitera	Respond to of 63513

Just watch the language!!! -g- the whole company could be bought for 3 Billion at today's price, it was around 2.3 billion at 33 and that just strikes me as pretty cheap for a pretty major technology platform. Reading the SSB analysis, RNWK have a broader market share around the world due to customization features available for different market places. I should see about find the SSB research piece. AS for ARBA, CMRC etc. just wait for the next 2 Q's of earnings to come out. It will take time to let the numbers come in. ARBA and ITWO supplying the goods for IBM's new B2B consortium.