e-Commerce the Next 100 Months...... Message Board

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Strategies & Market Trends : e-Commerce the Next 100 Months......

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To: AugustWest who wrote (41)	3/14/1998 10:41:00 PM
From: TLindt	Read Replies (2) of 2882

Auggie....this goes with my private post about completing the transaction loop. news.com What do we have now....a backend platform for financial institutions. Which has a dominate position in the Market. CKFR A Merchant Web site Payments Processor...which is Part of IE, Commerce Servers for Netscape, MS, Orcale(sp)...Pandesic, yada, yada yada.. CYCH A Pure Internet Bank......no bricks NTBK We need some Server Guys per the above article.........to complete the bank loop. Edity, Jack Henry We need some Security Guys.... names please. ---------------------------------------------------------------------------------- E-Tailers...........Selections must be a 'button' business E-Brokerages.... EGRP, AMTD....any others? E-Travel..... PTVL The idea here if you guys want to proceed would be the top 20 plays in the e-commerce segment as it is now. Then start tracking them here on SI. Along with our thoughts from time to time on of the 20. Post up all the Quarterly stuff for discussion and review....kinda like see who's hot and who's not type thing. Bench mark them relative to eachother. For instance is PTVL over-valued relative to an EGRP...? I chucked up 6.......what do you think? Ooops forgot Intuit....financial mega mall......which would lead me to say this about that. Following that company for a year or so...there was more money to be made knowing where they were heading...than there is now that they're gotten there. I'd put a pause on it...until I see some revs... If you don't believe me look at the EPS without ISC.

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