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Technology Stocks : VerticalNet, Inc.
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To: Bruce Warner who wrote (4)2/11/1999 1:10:00 PM
From: gtc123  Read Replies (1) of 127
 
VerticalNet is the first b2b company to come out. I guess Healtheon is second. There are some private competitors in some of their verticals, but no one is public. Plus, they are in 33 verticals, and I would guess that in 90% of the verticals, there are no legitimate competitors. Their strategy of being the branded site in lots of different distinctive verticals positions them to lead e-commerce efforts in those verticals in the near future. Very interesting strategy. Competition is relatively low. They will be looked at as the benchmark for b2b e-commerce companies coming out down the road.
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