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Gold/Mining/Energy : BCE Emergis - global e-commerce

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To: checkmate who wrote (1057)11/17/1999 12:10:00 AM
From: rocki  Read Replies (1) of 1341
 
>>>IBM is fast tracking in B-B ,see below. I wonder how IFM will be affected as Big Blue moves in

not sure why you highlighted IBM from all the 8 mentioned in the article. I wouldn't count any of them in or out at this point in time of the race. Can still be some unknown.
as for IBM, in the e-route deal came down to IBM(mainframe) vs IFM (NT), and you know the results of that. I understand there were 21 Co's in that competition.
I like to look at IFM's rev growth rate as a good indicator. yr98=78M, projected 99 rev of 175M will probably be exceeded (my guess is 180M), projected 2000 is 350M---without US acquisitions factored in!

>>The real power and value of the Internet is yet to be realized, as
investor focus shifts from the business-to-consumer companies to the
business-to-business opportunities which may represent markets ten times the size of the business-to-consumer marketplace,

B2B= 10 X B2C sounds good to me!
It seems IFM made the right decision in dropping B2C and concentrating on B2B.

Good article --Yes we are in the right sector!!!and IFM will do great.
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