IDSI lNTELLIGENT DECISION SYSTEMS Message Board

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Microcap & Penny Stocks : IDSI lNTELLIGENT DECISION SYSTEMS

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To: TheBigSur who wrote ()	6/30/1998 12:35:00 PM
From: TheBigSur	Read Replies (3) of 16

To All: Charging ahead with electronic commerce Bill Burnham foresees a revenue rise in Internet-based business from $3.8 billion to $228 billion by 2001. And he's already discerning who'll have the biggest pieces of that pie. Investors decided to hear more of what Bill Burnham, Deutsche Bank Securities' new electronic commerce analyst, had to say. While only four weeks at his new post, the 27-year-old Burnham had already built a reputation at the Minneapolis-based investment banking firm, Piper Jaffray, and he is one of the sector's most widely quoted experts. He's also the author of several electronic commerce industry studies. The Internet has spawned a variety of businesses. The e-commerce space is comprised of 100 private firms and about 50 public ones. Almost 60% of the publicly traded companies in the group have gone public since the beginning of 1996. Right now, the business-software sector and the commerce-content sector are the fastest-growing segments in the group. The Internet-payment segment is the smallest one, with only two publicly traded companies in the group. I think the e-commerce-enabling sector ultimately has some of the greatest long-term potential. Going from $3.8 billion to $228 billion, no matter how you slice it, is an extraordinarily bullish outlook. ANYONE care to add comments? Is this a sleeping giant? Heavy into the DD - I will report soon!

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