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Technology Stocks : Internet Guru Discussion

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To: JOE who wrote (3507)12/25/1999 11:46:00 PM
From: steve harmon - analyst  Read Replies (6) of 4337
 
ibm, ge and at&t do have a lot of depth in potential b2b, especially as edi migrates to the web...and also eds as a company may do well...commerce one (cmrc) and ariba (arba) may find enough defensible niches to stay in the game but the takeout premium for any of them seems already built into their stocks

ibm is probably the biggest threat to all of them since it has relationships with many fortune 500 corporations, in the network already
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