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

To: John Pitera who wrote (1912)	1/31/2002 5:04:34 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 1938

John: I listened to the 2nd half and have to listen to the 1st half but really the company has to show its turned the corner. I still can't figure out the breakeven level (or at least do a reasonable guess). Until they can start growing revenues the stock is not going to breach $4. In this market they have enough cash to keep them over $1.5. Now on future viability. Actually I'm not sure how competitive PSFT and ORCL products are (just don't know but psft did license a market product from cmrc) BUT FMKT (they are the ones making inroads on the SAP clients) SAP and ARBA (the IBM tie in helps considerably) have to be overcome in the sales calls and its obvious SAP sales did not want to be competing with non SAP sales force with clients they already have an in with. In sales obtaining the client is 99% of the battle. Keeping / retaining is no where near as difficult. Its why they get the big commissions in convincing someone they need the product. So I understand the SAP breakoff. What I'm still trying to figure out is where is the service revenue from the exchanges. Either its backend loaded or cmrc diluted its ownership for nothing. Since cmrc didn't divulge this # I assume its too minor. Still a pipe dream and the longer it takes the more competition there is. You can't argue with Brent's comment on the competitive front. However @ some point MSFT announces its .net initiative (acquiring great plains was just a piece) which is probably going to be targeted to the mid size companies and cmrc is angling for this as well. But of course its still a pipe dream. 1st we need a recovery.