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Strategies & Market Trends : The New Economy and its Winners
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To: Bill Harmond who wrote (4910)1/18/2001 1:45:51 AM
From: Tom Kearney  Read Replies (1) of 57684
 
I'm ok with that - I'm holding ARBA, CMRC, AND I2, in this space, as well as AGIL, a bit of MANU and ORCL! It seems to me that retail customers on the net could be fickle, but B2B is a real productivity enhancement, and can only go up. They'll battle it out, but we win.
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