Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: Teri Garner who wrote (65534)	10/11/1999 2:52:00 AM
From: DlphcOracl	Read Replies (3) of 120523

Some ideas on B-2-B e-commerce: Sector is red-hot and is where internet sector was in beginning of year -- very few publicly traded companies (10-12) in this sector. Limited supply means stocks will remain hot. Other major players in this sector: Commerce One (CMRC), Chemdex (CMDX) and VerticalNet(VERT). Possible plays: 1. CMRC due to report earnings 10/18, ARBA reports earnings on 10/20. Both have high likelihood of announcing splits at earnings reports. 2. VERT on a tear -- up sharply from recent low of 39 over past week. However, Chemdex has lagged behind. CMDX is a vertical market for the $15 billion life sciences industry. Worth checking the technicals to see if/when this one might pop. 3. Recent IPOs in this sector: Breakaway Solutions (BWAY) and Calico Commerce (CLIC) opened within past week several hundred percent above offering price and are now drifting lower. Worth tracking over next several weeks going into end of "quiet period" to look for opportune entry point prior to the knee-jerk "buy/strong buy" recommendations from brokerage houses that were involved in the initial offering.

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