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To: Bill Harmond who wrote (2388)10/18/2000 5:39:44 PM
From: Wizard  Read Replies (1) | Respond to of 57684
 
Ariba is a larger holding than C1 but I have been putting new money into CMRC. Its like PSFT and SAP back in the glory days but multiply the opportunity and growth rates by a factor of 5x+. No reason to not own all the key players. CMRC is growing extremely fast, its participating in a very large market and you can buy it for a reasonable multiple. That is the kind of company I want to be long.