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Technology Stocks : Internet Guru Discussion

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To: Tae Spam Kim who wrote (4141)	3/27/2000 3:40:00 AM
From: steve harmon - analyst	Read Replies (13) of 4337

vert - i've NEVER been a fan of verticalnet since it was attacking the industry portal space from the content side and doing too many portals with nothing deep in any of them; ariba and commerce one are on the right track, the software side; corporations want edi, not content; procurement and supply-chain management are ALL software driven if you consider the millions of products and thousands of warehouses that ONLY software can track; arba, cmrc and fmkt corporations themselves are now owning their own "vertical portals" (vortals) as in the car industry example; the stocks to own here: arba, cmrc and orcl are my primaries

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