Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Jorj X Mckie who wrote (7661)	11/22/1999 11:43:00 PM
From: John Pitera	Read Replies (1) of 63513

TSCM cranks up the B2B pool !!! Their Numbers Are Up By James J. Cramer 11/22/99 5:47 PM ET Drum roll, please! Here is the drafting universe that Matt B2B Jacobs and I are going to pick from during next Monday's mythical million dollar draft. We are going to draft ten players each. Join the discussion on Cramer's Latest or vote in B2B Rotisserie League These business-to-business plays were picked for our draft pool after considering all of your bountiful suggestions. (And Herb Greenberg is skeptical of their worth: Five of our picks are directly from the boards.) Expected to go highest in the draft are VerticalNet (VERT:Nasdaq), Commerce One (CMRC:Nasdaq) and Internet Capital Group (ICGE:Nasdaq). The rest, well, we'll see. B2B Plays VerticalNet E-Stamp (ESTM:Nasdaq) Oracle (ORCL:Nasdaq) Healtheon/WebMD (HLTH:Nasdaq) Internet Capital Group BEA Systems (BEAS:Nasdaq) Ariba (ARBA:Nasdaq) Retek (RETK:Nasdaq) Commerce One PurchasePro.com (PPRO:Nasdaq) Tibco Software (TIBX:Nasdaq) CareInsite (CARI:Nasdaq) VeriSign (VRSN:Nasdaq) Scient (SCNT:Nasdaq) Ask Jeeves (ASKJ:Nasdaq) Viant (VIAN:Nasdaq) Chemdex (CMDX:Nasdaq) Proxicom (PXCM:Nasdaq) BroadVision (BVSN:Nasdaq) Razorfish (RAZF:Nasdaq) Sapient (SAPE:Nasdaq) Rowecom (ROWE:Nasdaq) Siebel Systems (SEBL:Nasdaq) pcOrder.com (PCOR:Nasdaq) Stamps.com (STMP:Nasdaq) We've added ticker boards for each of these -- that way you can all help in our rotisserie league selection. Remember, we are doing rotisserie because we are still learning and are reluctant to commit real capital until we know them better. We have some positions in ones we feel comfortable with, but after these nosebleed runs we are less than overwhelmingly invested in this group. --------------------------------------------------------------------------------

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