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Technology Stocks : Internet Guru Discussion

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To: steve harmon - analyst who wrote (3870)1/10/2000 6:17:00 PM
From: $Mogul  Read Replies (1) of 4337
 
Steve, XML is going to be what's hot in 2000 there is no doubt in my mind about this.

You mentioned that you have some picks of your own. I would like to know what your views are.

ONDS is going to be a must own in 00" just look at this parter and customer list.

ondisplay.com
OnDisplay and its partners offer
customers rapid information exchange solutions, resulting
in greater business value and true competitive advantage
for customers. It has been OnDisplay?s privilege to form
strategic independent software vendor (ISV)
partnerships with some of the foremost technology
providers and visionaries in the IT marketplace, including
Microsoft, IBM, Ariba, Commerce One, BroadVision,
Vignette, PeopleSoft, SAP and Oracle. In addition, we
have established joint partnerships with such leading
systems integrators as Arthur Andersen, KPMG,
Cambridge Technology Partners and BrightStar.


ondisplay.com
OnDisplay's e-business infrastructure solutions have been
adopted by leading enterprises across a wide range of
industries, including travel, industrial supply, retail,
publishing & media, financial, manufacturing, government,
education and telecommunications. Our customer list
includes such e-business pioneers as Travelocity, W.W.
Grainger, Harbinger, Carlson Travel, FASTXchange,
Classified Ventures, MicroWarehouse, McKesson and
Bridge Information Systems.

eMARKETPLACES

epylon.com
FASTXchange
Harbinger.net
iMetrikus
PointSpeed
PurchasePro.com

BUSINESS-TO-BUSINESS

Aspect Development
Global Marine
Harbinger Corporation
Honda
W.W. Grainger, Inc.
McKesson Corporation
Moore North America Ltd.

TRAVEL & HOSPITALITY

Carlson Leisure Group
Sabre Inc.'s Travelocity
TRIP.com

CONSUMER/RETAIL

Classified Ventures
ClubComputer
ImpulseBuy!
International eCommerce
MARS Music
MicroWarehouse
Orlando Sentinel
RMI.NET
Technomarketing
telstreet.com

I feel this company is in the big leagues, and it's current Mkt cap is going to be 4x's the size in the upcoming monthes by my calcualtions.

Care to comment.
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