Nice article, I like his triad view. Most of the best stocks in Triad I are core holdings. Triad II is B2B and outgrowth of internet plays (CMRC, ARBA, CMGI, JDSU, SDLI to name a few and many others to come in my opinion). Triad III are old line companies that will be transformed and see increased growth. Clearly this is beneficial to HD, TYC, G and many others that see the light and exploit it.
'Best' Stocks For 2000 Just Part of Story
By Fred Barbash
Sunday, December 26, 1999; Page H01
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"They will have an enormous opportunity," said Arthur B. Sculley, a partner in Sculley Brothers LLC, an investment firm, and co-author of "B2B Exchanges: The Killer Application of the Business-to-Business Internet Revolution" (ISI Publications).
"They will have a brand name. They will have efficiencies that reduce cost and increase market penetration. They have a tremendous opportunity."
"Nothing has the potential for higher returns in the next five years" than application of the Internet to manufacturing and sales, General Motors Corp. President Richard Wagoner told reporters Friday.
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