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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (49710)	8/22/2000 1:26:20 PM
From: Lizzie Tudor	Respond to of 63513

That rendezvous product is their flagship and that is the technology that looks like will be a hit for these companies (although it doesn't look like they are saying they can get outside the firewall does it... except for maybe this interact with other businesses in B2B commerce,)... but its non-news as far as I'm concerned - I'm still waiting for software as a whole to recover, since this is next year's technology so it isn't going to lead the stocks. B2B will lead and then these will follow but there is the most upside from b2bi. I used to think tibco was to expensive but I'm changing my tune on that.

To: Jorj X Mckie who wrote (49710)	8/22/2000 2:00:12 PM
From: Junkyardawg	Read Replies (2) \| Respond to of 63513

CMRC finally looking better. My guess is that we will have a bunch of selling at the $55 price range if we ever get that far. I have decided to hold my CMRC long. My buy in price is $44 and I think I will just stick it out and see what happens till about October anyway. For the life of me I don't understand why CMRC is selling at such a low price compared to the rest of the sector. dawg