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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: DOUG H who wrote (25741)4/2/2000 8:44:00 PM
From: Brian Malloy  Read Replies (1) of 27012
 
I had read that post and think the author makes some good points. Much better than the post of the person he replied to. However, unlike him, I will not try to say who THE top dog in B2B will be at this point. CMRC, ARBA, ITWO of course must be considered in the first tier and early leaders. I own CMRC ARBA. I closed out my ASDV positon at the top when the ITWO takeover was announced. Later, some of that money will be plowed back into ITWO. There are other new B2B players with good prospects as well.

Also, for the risk averse, it will be possible to benefit from B2B through IBM, DELL, ORCL and GE to name a few. No need for people to put on full positions, but the hatchet job by Prudential gives people a nice opportunity to start accumulating a few shares of these future powerhouses.

Regards,
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