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To: rbotik who wrote (19336)	6/1/1999 6:14:00 PM
From: crimson	Read Replies (1) of 40688

This little clip came from Steve Harmon today.... Too bad he didn't mention PNLK. 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).

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