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Pastimes : G&K Investing for Curmudgeons
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To: unclewest who wrote (3544)7/14/2000 11:39:48 AM
From: Apollo  Read Replies (1) of 22706
 
UnC:

Thanx for the information and your perspective on Commerce One, and its competitors. Much obliged.

You may remember that in June of '99, I pointed out to the thread that e-commerce was going to be enormous, with revenues primarily in B2B, about 10X that of B2C. I said then that we (G&K Thread) have gotta find a way to exploit that tornado(es). As I looked into it, you may recall that I chose to invest in Web Hosting, ie EXODUS. That was quite profitable, and fun to follow from last June to this April.

I think B2B is huge. I got out of EXDS because of increasing competition and decreasing sequential growth, although I continue to follow it, and continue to believe it is an excellent company with excellent management.....but nothing more than a royalty play.

Please keep us advised. Very much appreciate your input.

ca
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