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Technology Stocks : Internet Infrastructure .. Picks N Shovels
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To: Triffin who wrote (2)10/15/1999 12:09:00 AM
From: Triffin  Read Replies (1) of 8
 
ARBA = Ariba Inc.
shs = 45.4/5.00
Revs = 33 mm
Market = 200 mm 1998 - 5.0 bb 2003
Niche = Dynamic Hosting, Buy-side servers connects
a buyer to numerous sellers

CMRC = Commerce One Inc.
shs = 24/3.3
Revs = 12 mm
Market = 200 mm 1998 - 5.0 bb 2003
Niche = Dynamic Hosting, Buy-side servers connects
a buyer to numerous sellers

ICGE = Internet Capital Group
shs = 122/14.9
Revs = 10 mm
Market =
Niche = B to B incubator some 35 start-ups
18 infrastructure service provider investments

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