Anthony @ Equity Investigations, Dear Anthony, Message Board

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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony,

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To: Anthony@Pacific who wrote ()	6/23/2000 1:19:00 PM
From: FAISAL JILANI	of 122087

If you are SHORT AMZN, EBAY YHOO. Find out what could be next The most overvalued sector at this point is B2B . he B2B Analyst - U.S. Bancorp Piper Jaffray's Weekly B2B Newsletter, Volume 1, "The economy cannot support the hundreds (and maybe even thousands) of venture-funded companies going after the B2B space. Reality is beginning to set in--there are too many companies for this ecosystem to support and only the strongest will survive. Money, the lifeblood of the start-up, is becoming more difficult to source and it is coming at a much higher price. Unfortunately many companies were built on the premise that capital is cheap and easy to find. Budgets ballooned as did burn rates. Employee headcount swelled as did a company's strategic scope and vision. Now with tighter capital markets, companies must change their modus operandi or else face extinction. Companies may need to revamp their strategy, change their technology, restructure operations, merge with competitors, or all of the above. Here are some of the choices that may need to occur in order to ensure survival, at least to the next stage." The shake outthat you see in B2C and now hitting the big cap NET sector will soon hit B2B segment. In a shakeout both good and bad companies take the hit... venetually the good ones survive. Take a look at amzn...down hard around $30 from $113 high. Many B2C companeis are going out of business and many trading at $2-3. In the long run AMZN will survive and recover... Ragrding ARBA.. it maybe a survivor in long term but near term the stock is vunerable and could easily get hit into half. Other stocks that are vunerable are VERT, CMRC, and KANA

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