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Strategies & Market Trends : Drillbits & Bottlerockets -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (7472)	4/10/2001 3:03:34 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 15481

Well, I have always liked CMRC better (recurring payments), but ARBA is forming a nice base to launch from. If you jacked up the price on Pepsi by 4X, it wouldn't affect my intake at all. I just might start mainlining it to get the full undiluted effect.

To: John Pitera who wrote (7472)	4/10/2001 3:28:32 PM
From: Logain Ablar	Read Replies (2) \| Respond to of 15481

John & Tom: A couple of thoughts on arba/cmrc. 1) CMRC is forecasting appx 100% more revenue this quarter (170 to 90) and half the loss (11 cents vs. 20). 2) Covinsint is slowly but surly making headway. 3) CMRC has another one of those B2B conferences in April. Not sure if its similar to the one in Sept that brought focus onto the company. 4) In cc CMRC indicated with sales staff brought on board in 4th qtr they are seeing a robust pipeline (means squat if one can not close the deal but it sounded ok on the cc). Flip side ARBA was no where near as positive. 5) CMRC mentioned SAP at least 10X. So with this and my pumping its ready to revisit $5. Best