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To: jmanvegas who wrote (14109)	11/9/2000 7:54:13 AM
From: Hands Off	Respond to of 24042

OT. jman, thank you for your last 2 posts on this thread. I have appreciated your analysis. re B2B, I also have a position in CMRC and am awaiting the COVISANT debut. My concern is the battle between Oracle and C1 for the software platform. From what I have been reading there is a lot of infighting between these 2 over this issue. I get the impression that Ellison would sell is grandmother to get this one. Also,I don't believe they have chosen a CEO for COVISANT. Until we get a clear indication of how these issues play out C1 could be vulnerable.

To: jmanvegas who wrote (14109)	11/9/2000 9:46:48 AM
From: Boplicity	Respond to of 24042

Thanks Jman, You might want to keep watching on the cell sector the build out for 3G is starting to gain steam, also AETH will be player in the software and service area that will use the greater bandwidth. I agree, it's storage, b2b, customer relation (SEBL) but I'm watch cell on the hardware and software side. But we need the market the is stabilize, no where is it written that we have to be invested even if we feel some sectors will out perform. Thanks again, Greg