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Technology Stocks : VerticalNet, Inc. [VERT]

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To: coachbobknight who wrote (227)4/26/1999 6:14:00 AM
From: Sam Matz   of 1094
 
<<Simply Business

"Steve, VerticalNet (NASDAQ:VERT - news) has become the darling of so-called business-to-business Web firms,
any thoughts on who wins here?"

Reply: Any large Web site has the potential to become a player in B-2-B. But I think smaller vertical-niche players
stand a better chance. The Web is about focus, dedication, providing a relevant experience in a world that battles
second by second for your eyeballs.

Regarding VerticalNet I am fascinated by its straight-forward Web sites yet I want to see more traffic, revenue and
user growth before I believe this company is worth more than $2 billion market cap. Its revenue in 1998 was $3
million.

To me one of the areas of B-2-B that looks attractive are the enablers, those that let businesses get on the Web and
run commerce. That's everything from IBM (NYSE:IBM - news) to Broadvision (NASDAQ:BVSN - news) .>>

I would not call this making fun!
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