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

To: Junkyardawg who wrote (49954)	8/24/2000 4:05:46 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 63513

Software really is weak here... forget cmrc, use bea as a bellwether, its gone nowhere for months, don't even look at bvsn or vign. I really think there is a possibility of missing some great fall rallies if people hang around in software... I even think sebl is a risk since Orcl is going after crm and giving away a hosted version now.

To: Junkyardawg who wrote (49954)	8/24/2000 10:42:40 PM
From: John Pitera	Read Replies (1) \| Respond to of 63513

Dagy, some recent CMRC highlights by the street. 22-Aug-00 09:30 -- 10:00 ET Commerce One (CMRC) 50 5/8 +1 11/16: Bear Stearns initiates coverage with a BUY rating and price target of $75; says CMRC is among leading pure-play companies leveraging its cost-saving e-procurement software products to gain a strategic foothold for its wider business-to-business e-commerce ambitions. 17-Aug-00 10:00 -- 11:00 ET Ariba (ARBA) 141 5/8 +4 3/16: Sands Brothers downgrades to BUY from STRONG BUY rating and price target of $150. Firm stresses its belief in the strong fundamentals and long term outlook for stock; near-term believes stock has limited upside as it is nearing its $150 price target and shares are expected to be fairly valued by the end of the calendar year; firm expects Commerce One (CMRC 49 1/4) in the short-term to outperform ARBA. 11-Aug-00 13:00 -- 14:00 ET Commerce One (CMRC) 50 1/4 +1 3/4: Dain Rauscher Wessels initiates coverage with a BUY AGGRESSIVE and with price target of $56; believes strategic partnership with SAP provides CMRC with critical product and sales leverage over near term; acquisition of AppNet (estimated to close in late August) adds implementation capacity for CMRC's exchanges. 03-Aug-00 13:00 -- 14:00 ET Commerce One (CMRC) 44 1/16 +7/16: Deutsche Bc Alex. Br initiates coverage with a BUY; says comapny is well positioned for long term in high-growth/high-velocity B2B e-commerce market as a result of its early-mover advantage and momentum, an expansive partner/customer ecosystem, and deep, experienced management team.