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Technology Stocks : Commerce One Inc - (CMRC) -- Ignore unavailable to you. Want to Upgrade?

To: 10K a day who wrote (1500)	10/5/2000 9:27:32 PM
From: brad greene	Read Replies (1) \| Respond to of 1938

B2B Moves Next Week Impristine, About 2 weeks ago, a couple of analysts were talking about CMRC closing in on ARBA.....that CMRC was winning many large deals.(they are)...and that the valuation of 1/2 or 1/3 of ARBA was not fair. OK.....then the bloody mess.....silence since then. I think most realize that CMRC does better when ARBA does well....and that ARBA will again blow away earnings. They also authorized a 2 for 1 split......Perhaps to be announced on earnings day. CMRC should deliver results as good as ARBA's. ARBA and CMRC are two very powerful companies. So what?......Well, the trust administrator of much of my family's assets......mentioned that the morning following the loss of the health allience deal..(8 days ago?)...the B2B analyst for the trust company sent out a memo to fund managers and trust administrators suggesting that they wait until October 9th to add any Ariba to any of their funds or client accounts. I would suggest that there may have been many of these "types" of in-house memos within many financial firms.....warning of a correction in ARBA. I guess the good news...IMO...is that Monday is only one trading session away.....and those who might wish to get in ahead of the street might be buying ARBA tomorrow. I don't think there is much doubt that B2B is a very strong area.....or that ARBA and CMRC will post very, very positive results. Both stocks have been sold off in a big way over the last 8 trading sessions.......and the market really is in need of a group that will surprise on the upside. So I think things start heating up for ARBA and CMRC as early as tomorrow. There are only 7 trading sessions until ARBA reports...(and splits)....and 8 sessions for CMRC. The nasdaq is oversold.....ARBA and CMRC will lead the rally......sounds good to me! bg