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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: IQBAL LATIF who wrote (32257)	7/14/2000 10:35:53 AM
From: IQBAL LATIF	Read Replies (3) \| Respond to of 50167

Kinsey of clear station<<Commerce One (CMRC) which has a market cap now of less than half Ariba (ARBA). A lot has been written that CMRC made a mistake buying AppNet (APNT). I don't see it that way. The argument is that other systems integrators will be less likely to chose CMRC as a solution as they see AppNet as a competitor. BUT as I recall, CMRC has been doing a fine job procuring business on it's own without the help of the other IS's. I think the bad news has been factored in. Also adding Triquint aggressively. Strength in the other chip stocks I have been recommending (PMCS, AMCC) should spread over to TQNT which trades at a significant discount to these two but sports similar growth. The P/E for TQNT based on 2000 earnings is 85 while for AMCC the P/E is 180 and for PMCS it is nearing 300.