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Technology Stocks : Internet Guru Discussion

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To: Winston Lee who wrote (4037)2/2/2000 3:12:00 AM
From: steve harmon - analyst  Read Replies (4) of 4337
 
cmgi, et al and b2c - icg is making big bets and paying ridiculous valuations on its latest moves...icge may have a difficult time incenting new personnel to join since the stock has run so high

b2b is a big space and i am a fan of market leaders like commerce one, digital island, copper mountain

but the slew of b2b stocks going public may take a fall since they are driven on enthusiasm and not differentiation
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