Gorilla Game Investing in the eWorld Message Board

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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: gdichaz who wrote (1203)	1/12/2000 5:38:00 PM
From: StockHawk	Read Replies (1) of 1817

The price drops on some of the b2b companies are looking significant. CMRC has now corrected more than 50% from its high. An organization called The Boston Consulting Group issued a report in December that forecast some b2b growth numbers, such as these: In 1998 US b2b e-commerce was $671 billion. Most of that number, $579B, was through EDI (electronic data interchange), which has been around for years, while just $92B was Internet-based transactions. By 2003 they expect one quarter of all b2b purchases to be handled through b2b e-commerce, for a total of $2.8 trillion. While EDI is projected to grow from the $579B mentioned above to $780B, the b2b Internet value is expected to grom from $92B to $2 trillion (thats a 20 times growth factor). The two companies best position in this market appear to be CMRC and ARBA (pure plays), plus Oracle and perhaps SAP. Does anyone following this sector see a buying opportunity here yet? StockHawk PS: >>Would be even more impressive if there were a way to make it easier to read ! Anyone know how?<< Cha2, did you try checking the "use fixed font" box?

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