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

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To: dav99 who wrote (700)	5/10/1999 1:27:00 AM
From: rocki	Read Replies (3) of 1341

couldnt have said it better myself- thanks dav99 Salva- you are putting too much emphasis on CKFR , like comparing apples to lemons(which one is which?<gg>). CHFR is a pure play on e-bill. If I recall correctly, they are 80% e-bill, the rest software etc. IFM is my guess 95% e-com (bus-bus) with a new segment starting in e-bill. What a way to start 60% plus of the Canadian market!! Also, CKFR has 80% of todays US market--WOW-- except only 5% of the market has been penitrated! This is whats so fantastic, its wide open for whoever takes it. When the giants get moving, CKFR will fell the pressure. e-bill market is a monster, room for a lot of players. CKFR will do well but so will Emergis. IMO it is better to be diversified. The woodchip auction is probably a small revenue maker but can be fine tuned for any market like metals etc. as for the auto industry IFM has ANX for organising the supplier base, purchasing, getting the parts just in time. This could also be fine tuned for other industries such as aero- how many parts does Boeing or Bombardia use. SAP3 is an internal program where as ANX (or call it something new)is external. What a potential. I hope IFM has a lot of marketing guys running around.

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