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Technology Stocks : B2B - Business to Business Inet Stocks

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To: Hugh Bett who wrote (124)	12/13/1999 11:55:00 AM
From: mark cox	of 610

ITRA - Intraware may become one of the hottest B2B companies around very shortly. It is so undervalued compared to the others yet has greater revenues than any other B2B plus has no competition. It has not been followed by WallStreet very much so far. But that is about to change. ragingbull.com In this TheStreet.com article it states they have been selected by both Commerce One and Interwoven have selected ITRA to run sites for their customers. A quote from the article: With these deals, you could call Intraware a B2B company's B2B company. They also raise a question: If Intraware can win the respect of the B2B plays that Wall Street is pouring capital into, why can't it get its due from Wall Street itself? This is a company without any direct competition and it's cheap relative to B2B peers. "They're a first-mover," says one portfolio manager who holds the stock. Being one of the first ones in their respective markets proved crucial to the success of Amazon.com (AMZN:Nasdaq), Yahoo! (YHOO:Nasdaq) and America Online (AOL:NYSE). But although Intraware's revenue is twice that of any of its B2B peers, its stock has failed to get swept up in the B2B rally that has carried VerticalNet (VERT:Nasdaq), Commerce One (CMRC:Nasdaq) and Chemdex (CMDX:Nasdaq) to record highs. Yet VerticalNet is trading at 186 times its third-quarter revenue's run rate, or the most recent quarter's revenue multiplied by four. Commerce One is trading at 220 times, Chemdex at 93 times and Intraware at 11 times. Many analysts tracking rapidly growing companies watch their run rate because trailing 12-month revenue can quickly grow outdated. "It brings up the word 'cheap,' which you don't hear very often," says Bob Herwick, a fund manager at Herwick Capital Management. Herwick sold Intraware in October after being frustrated that "Wall Street didn't seem to get it." You saw those valuations compared to CMRC, VERT and CHEMDEX. ITRA is going into the triple digits soon and should continue on from there. 2 deals will be announced this month and 4 more next month. This is just the beginning. ITRA's market is $160 Billion this year, $262 Billion in 2001. Mark

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