BackWeb Technologies Ltd (BWEB) 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.

Technology Stocks : BackWeb Technologies Ltd (BWEB)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Peder E. Angvall who wrote ()	6/1/1999 2:04:00 PM
From: Topannuity	Read Replies (1) of 584

Todays ISR report- Steve Harmon compares BWEB with MRBA... Business 2 Biz "So many of the stocks in the Internet seem to be consumer stocks. What are your thoughts on business-to-business stocks?" Reply: Consumer stocks always get the spotlight since many Internet users would consider themselves "consumers." Even those at work may classify themselves this way and gravitate to the consumer brands for work-related offerings. That's why Netscape.com, AOL.com, Yahoo.com all figure prominently in work usage patterns. Yet I foresee a tidal wave of B2B stocks coming. I think Marimba (NASDAQ:MRBA - news) was one and that BackWeb may be another. VerticalNet (NASDAQ:VERT - news) ran on B2B and still holds some interest because of its focus on vertical portals for industry. Overall I think IBM (NYSE:IBM - news) and AT&T (NYSE:T - news) provide deep B2B exposure. IBM's chief Lou Gerstner just said about a third of revenue comes from selling Internet products. Microsoft is another. Intel. The big stocks are moving into the Internet (or rather the Internet is taking over their businesses).

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next