Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Lizzie Tudor who wrote (47308)	7/31/2000 1:43:39 PM
From: Jorj X Mckie	Read Replies (1) of 63513

All my software/b2b stocks really got hit hard with this mini-correction but I'm still strongly bullish long term because the internet really changed the playing field for manufacturing, etc. Lizzie, this is the thing that most people don't get. They are focused on the glitzy internet retail B2C stocks where margins on the product sucked to start with. It is a smaller and less attractive market than the B2B market. Supply chain, customer care, back office and education are areas where inefficiencies can be wrung out of a company's system and directly effect the bottom line. It isn't a flash in the pan thing and it these things are still in the nascent stages.

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