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Gold/Mining/Energy : BCE Emergis - global e-commerce

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To: sPD who wrote (265)1/21/1999 9:56:00 PM
From: rocki  Read Replies (1) of 1341
 
Richard hope you find this site.
I just notified the webmaster name mispelled

Meeting today went well, got the impression these guys were streached or busy getting new business. Very little on past achievements except for Newstar was mentioned a few times.
lattest buzz word is 'Network-centric'. they focus more than just EDI and e-bill(like my prior postings) they are keeping all their options open. 6 verticle markets:finance,Mortgage, Sports,Auto, Merchant enabling, BCE family
Tobin expanded on Network-centric. Edwards as usual did a good speil.

US listing was mentioned but seems is not on the immediate agenda.

Understand Bell did a deal today with Quest/MCI(?) opening the door to US for Emergis for now. 50$ million from bell for acquisition (US) purposes. BCE really want or expect great things from Emergis.
It was expected to be a small sell off today- sell on news after great expectations, but should be short lived.
They reiterated that they have only started.

One chart shown was : % increase in share price with top 10 e-com Co's from Yahoo at 650% to Dell at 189%, Mpact the only CDN mid span at 275%.
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