In the New B2B Market, There's Room for All

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How early are we in this business-to-business play, and how much room is there for the winners? Take this morning's research call.

Morgan Stanley

mentioned that

Oracle

(ORCL) - Get Report

might be cracking into some of

General Motors'

(GM) - Get Report

auto supply contract work.

Join the discussion on

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Message Boards.

My first thought was, oh my, my B2B portfolio is going to be

"All Blow'd Up" because

Commerce One

(CMRC)

currently has a great relationship with GM. In fact, that's why I paid so much to draft Commerce One. I figured that the B2B market for auto parts supplies will be huge and Commerce One had been anointed by GM. I didn't want Oracle sneaking in there (as much as I am long Oracle in real life, I wasn't too unhappy).

But here is Commerce One jumping 13 points, despite the news! This is incredible. In a less dynamic market, this stock would have been hammered. But I guess there is just room for everybody.

Commerce One, by the way, is helping my B2B team to a hefty 8% since its inception a week ago.

Be there or be offline.

James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund was long BEA Systems, Oracle, Siebel and Verisign. His fund often buys and sells securities that are the subject of his columns, both before and after the columns are published, and the positions that his fund takes may change at any time. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Cramer's writings provide insights into the dynamics of money management and are not a solicitation for transactions. While he cannot provide investment advice or recommendations, he invites you to comment on his column at

jjcletters@thestreet.com.