>>Question for Mike Buckley & thread....most of us are playing this via
internet hardware, storage, pipes, routers, switches, optoelectronics,
wireless telecommunications, yada yada yada. What is the best software
play for $1.3 trillion of American e-business to business commerce? Also,
since e-business to consumer commerce is relatively miniscule (about 7%
of total), is there too much emphasis on investing in consumer oriented
companies, such as AOL, Gemstar?, etc.??? Food for thought; what do the
experts say?<<
Stan,
Wouldn't webhosting be a good vehicle to take advantage of e-business to e-business? I recently picked up EXDS, and I don't think it fits the gorilla designation (especially with INTC invading the space), but with more and more business going on line, webhosting has got to be one of the best areas to benefit from the e-business growth cycle.
Opinion?
bp |
