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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic
INTC 34.50+2.6%Nov 21 9:30 AM EST

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To: Sonki who wrote (24722)11/8/1999 2:44:00 PM
From: Brian Malloy  Read Replies (1) of 27012
 
B2B will be where the MO MO money is in Y2K.
I picked up Exodus a few weeks.

Listened to Brinker this weekend and he likes the sector although he has no picks yet.

B2B Horizontal players
Ariba
Vertical net

B2B Infrastructure players
Commerce One
Exodus
Open Market

Have you looked at the sector yet? Any thoughts on possible plays?

Regards
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