Triffin's Market Diary Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Triffin's Market Diary

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Triffin who wrote ()	3/4/1999 7:19:00 PM
From: Triffin	Read Replies (1) of 868

SECTOR: E-COMMERCE ENABLERS ENTU @ 26 .. 42/8 shs EFX @ 36 ... 141/124 shs SDTI @ 16 ... 41/19 shs VRSN @ 97 .. 24/28 shs Everybody says that business to business e-commerce is going to be huge.. several times comsumer e-commerce in $$ volume.. This isn't going to happen on credit cards or checks..I'm still digging on this sector to try and identify the players never mind the eventual winners.."Secure document processing" read 'invoices' 'bills of lading' 'medical documents' 'insurance claims forms' 'mortgage applications' 'letters of credit' 'off-market trade confirmations' etc..etc.. you get the idea..is the ticket..VRSN seems to be the closest to what I'm looking for. If anyone can figure out a recurring revenue model where they get $$'s per transaction..I'm there.. Watch ZION for IPO of their Digital Signature Trust subsidiary and a Softbank venture.. Differential.. which is developing something called digital receipt infrastructure. Both 'sound' like what I'm looking for

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next