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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: 007 who wrote (3231)	12/7/1999 12:59:00 PM
From: Brian Malloy	Read Replies (3) of 6531

To 007 and voop, Read up at the Bob Brinker site, discussion is better than what exists on SI at this point. bobbrinker.com bobbrinker.com B2B is business to business?pure plays started going public this year B2C is business to consumer?.pure plays started going public in the last three to four years. The driver. Take the B2X (X=B+C) market place. The market breakout. 10-30% B2C 70-90% B2B Names I?m interested in, some I own and some I don?t. There are many others as well and many to come public next year. ARBA CMRC VERT CPTH CMDX OMKT ASDV CMGI which gives partial exposure and can probably be viewed as a somewhat ?safe? play if you sit back and think about it. Money will begin to shift out of B2B in Jan and move to B2C in my opinion. Momentum boys will look for new horses and the fund managers after getting their heads handed to them for the fifth year in a row will probably say its early, maybe once I can garner the intestinal fortitude to buy into a promising sector early - which actually reduces ones market risk - maybe if they listen to Bill Miller at the Legg Mason Value Trust they may understand value in a high tech world. First tier inets like AMZN, EBAY, ETOY will be under pressure. YHOO and AOL will not be under pressure and continue to run up. Second tier companies like ONSL should merge because demand will dry up. B2C will be one of the hot sectors next year. Dec 2000 when you are in the lazy boy sipping egg nog and eating gingerbread cookies around the fireplace wearing an elf hat watching the CNBC holiday stock show and Kernan flips up a chart of the B2B index (doesn't exist now but they will make one) and selected stocks showing how they have run up, you want to say HO HO HO <ggg>! Regards

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