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Technology Stocks : VerticalNet, Inc. [VERT]
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To: Glenn Duncan who wrote (485)11/14/1999 11:09:00 AM
From: Lizzie Tudor  Read Replies (2) of 1094
 
Thanks for that article! They picked a strange set of leaders, imo though. They must be referring to leaders in terms of stock appreciation?

Imo AGIL definitely belongs on the list, as does I2... Oracle is a player but diversified.

I'd dump pcorder and PPRO - just because I think they are second-tier.

Chemdex is a real wild-card. To say its a b2b play, then that means they are assuming these chemicals are going to be bought and sold in the b2b marketplace... but ariba (who chemdex is a partner) doesn't support the production line yet - only office supplies. How many chemicals do people buy to use as office supplies?? heh.
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