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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (5149)1/29/2001 12:05:04 PM
From: megazoo  Read Replies (2) of 57684
 
ARBA and CMRC's heydays are over. No wonder CMRC laying off in the midst of great earnings. The two B-2-B leaders in the coming years will be I2 and MANU.
Market xchanges and other trading places are not the core of b2b. It will be supply chain management that will be the heart, or as CIBC analyst put it, the 'brass-ring' of b2b.
Currently, I2 is overvalued and MANU is slightly undervalued.
All IMHO.
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