Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gdichaz who wrote (27915)	7/14/2000 9:25:03 AM
From: foundation	Read Replies (1) \| Respond to of 54805

Chaz - ..specifically against CMRC in the "short term". As primarily a software vendor, ARBA's earnings are more predictable and forthcoming. CMRC's revenues are dependant on ongoing acceptance and progressively increased use of the trading exchanges by corporations and suppliers. And more compelling, are CMRC's own network tolls that will expand as the various autonomous exchanges are "wired together" and interact. This is the key - this is the synergy - this is the CMRC advantage. And, in this vein, it is too late for others (ARBA.ITWO.IBM, ORCL) to play. Too late. Simply too late to catch up. SAP understands this, and has affiliated with CMRC. This will only strengthen CMRC's already dominant lock overseas. Rumors presently are for an investment, at minimum, from MSFT. I predicted this many months ago, and believe it credible now. CMRC also, a couple months ago, began selling a "portal in a box" option for small business to link into the Network on their own - without need for assistance(and at a very modest cost). This melds nicely with MSFT's focus on the small-to-mid size business B2B, and a piece of CMRC would also give MSFT exposure in the macro horizontal exchange arena that they sorely lack. regards, blg