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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Original Mad Dog who wrote (1364)	6/22/2000 1:52:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 2850

The Key question for CLRS is how widespread the adoption of their suite of B2B content management and payment settlement tools, is among the trading platforms and entities that are built. we'll have to see how that goes. My 2 best B2B companies are ARBA, and CMRC. ORCL is also prominent, obviously ITWO, VRSN and other companies are vital to B2B as well. The knock on CLRS, from those I talk to is that if they don't gain critical mass in the B2B rollout they will be an also ran. Other vendors may be the winner in CLRS's product area. This is more of an issue for 2001, I expect to see higher prices for CLRS and VERT this year. John ---------------------- provides a comprehensive range of critical trading services such as payment settlement, supplier enablement, auctions, integration, and analytics. Designed to provide unprecedented interoperability, ClarusNet enhances the value and speeds delivery of any B2B trading platform including Clarus(TM) eProcurement and Clarus eMarket(TM).