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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: foundation who wrote (27888)	7/14/2000 8:31:25 AM
From: 100cfm	Read Replies (2) \| Respond to of 54805

Benjamin Thanks for that insightful explanation of the differences between ARIBA and CMRC. When does CMRC come out with their numbers, curious to see their growth rate compared to ARIBA's. This looks like it will be a good battle to watch. 100

To: foundation who wrote (27888)	7/14/2000 8:42:09 AM
From: MarkR37	Respond to of 54805

Thanks for your message on ARBA VS CMRC. You cleared things up for me. Which is a better value right now? Judging from your comments, I assume you like CMRC?

To: foundation who wrote (27888)	7/14/2000 11:29:26 AM
From: StockHawk	Read Replies (1) \| Respond to of 54805

CMRC is looking for equity interest in, and ongoing revenue streams from exchanges, plus their own network tolls Benjamin, could you possible point us to some evidence that shows that CMRC has been successful in implementing this strategy. I am not that well versed in these companies, but I have read more than one article that stated that the early high valuations enjoyed by CMRC and ARBA were predicated on the theory that they would take a piece of each transaction. However, these same articles stated that the largest participants would never agree to this, and instead would be paying just for software licenses. Not that selling software is not a great business, but it is different from being a participant in the transactions. StockHawk