T.ITE: iTech Capital (TSE) Message Board

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Gold/Mining/Energy : T.ITE: iTech Capital (TSE)

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To: Frankly Speaking who wrote (4587)	4/5/2000 11:35:00 AM
From: mr-tom	Read Replies (2) of 5053

B2B and the techSector is still very alive... B2B e-commerce is ready to hit the trillions in revenues. The DelphiGroup <http://www.delphigroup.com/pressreleases/2000-PR/20000131-b2b-market-segment.htm> canvassed 140 e-business software providers and predicts this market to be currently worth $5 billion. By 2002 it will climb to just under $40 billion. Infrastructure takes the largest share of the $5 billion market, followed by content (which involves personalization tools, content management, and knowledge management. All of these segments will grow considerably over the next three years. The e-markets segment, involving transactions, negotiations and administrative details of B2B e-business, will provide the greatest value. It is expected to grow with a 400% CAGR to 2002. So, let's just stop penny-picking ITE and look ahead... before they hit the upper teens I would not think about selling bigger positions. The whole market right now is just a "big theatre" ... where the media and the Money Managers are playing the "little guys" like marionettes to shake out the weak. Unless you can cut your loss to 10% or better ...HANG IN! Anyways, that's just IMHO :) and from what I have learned so far. Mr_Tom

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