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

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To: cm who wrote (1108)6/8/1998 6:37:00 PM
From: cm  Read Replies (1) of 2882
 
Pretty Typical Day...

XCIT up $3 and 1/2. SEEK up just 1/2.

This reminds me of the old pattern... except...
XCIT would go up $3 and 1/2 and SEEK wouldn't go up
at all. Proof there is progress in the universe.

Incidentally, a question of definition. Would
a company that is offering web-enabled supply chain
management software--allowing for purchases and management
of inventory, etc--QUALIFY as a e-commerce company?
If so, that opens up a whole area of VERY INTERESTING
companies like Manugistics and Peoplesoft and i2
Technologies...

(BTW, supply chain management is A VERY, VERY FASCINATING
subject... a quiet revolution that's undergirded some
of DELL's build-to-order success...)

Best Regards,

c m

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