To the thread,
Just so we all understand what is under the hood at CMGI with respect to B2B. There is quite a bit of material here so you may want to bookmark for reference and reading over the weekend.
CMGI B2B Portfolio from Bob Brinker's web site:
bobbrinker.com
Overview of B2B from CNBC site. Near the end of the article note the power/exponential curve and the year. Keep that in mind as you read the article after this one.
The Next Gold Rush: B2B E-Commerce
by Frances Hong
Technology Reporter
In part one of this two-part series, we?ll take look at one of the fastest-growing segments of the Internet economy: businesses selling their goods and services to other businesses
cnbc.com
Online B2B Exchanges
The new economics of markets
The Birth of B2B MarketTone
As the details of the new digital economy emerge, many analysts are predicting that 2000 will be the year of explosive Business-to-Business (B2B) Internet developments. Armed with a growing realization that most value-creation in the economy occurs along the B2B supply chain, venture capitalists like Internet Capital Group, CMGI, Benchmark Capital, and many others are now making multi-billion dollar investments in B2B Internet ventures. In fact, recent industry reports by the major investment banks?Goldman Sachs, Morgan Stanley Dean Witter, Bear Stearns, and BancBoston Robertson Stephenson?indicate a growing supply of financial capital chasing the new B2B entrepreneurs. And analysts at Volpe, Brown, Whelan expect to produce an optimistic report on B2B in early January.
dc.com
Chemdex's New Supply-Side Economics business2.com
You may find the link below worthwhile. It deals with B2B, and provides a potential path to fortitude for those who are or claim to be long term holders of CMGI or looking to become long term in B2B. During my time on this thread, I note that the gyrations in the stock and the markets cause some to make decisions that they later regret resulting in the...if only I had held onto my shares syndrome.
http://www.siliconinvestor.com/readmsg.aspx?msgid=12467119
In closing, we might all remember and contemplate:
...
Ships sail east and ships sail west, while the selfsame breezes blow.
It's the set of the sails and not the gales that determines the way they go.
...
-Anonymous
Regards to all CMGI longs...Stay the Course |
