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To: T-Lo Greens who wrote (101200)	6/8/2000 9:04:00 AM
From: puborectalis	Respond to of 120523

CMRC comments on SI..........To: John Pitera who wrote (37683) From: Jorj X. McKie Tuesday, June 6, 2000 11:06 PM ET Reply # of 37977 John, Here it is.... The world is moving to a service provider or an outsourcing model, however you want to say it...Webhosting, VPNs, manufacturing.....B2B, etc. This makes sense since it allows businesses to focus on their real business rather than the BS involved with functions that can be better handled by someone else that specializes in the function. CMRC is a service provider, obviously they have been able to demonstrate to some pretty impressive players that they can make their business run more efficiently and cheaper by using their service. Generally a reputable business (such as the automakers and utilities that you mentioned) will not lend their name to something unless they have thoroughly evaluated the benefits that they are receiving as well as the overall viability of the vendor that they are supporting. It is basically an individually selfish act since people generally don't like looking like fools in front of large numbers of people. Or a more concise answer: I believe in their business model and so do their customers. CMRC and ARBA are not the next MSFT, they are another T or WCOM or YHOO or JBL or SLR. Tom