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Non-Tech : The WOLF PACK -- Ignore unavailable to you. Want to Upgrade?

To: Mike Perras who wrote (895)	6/10/1999 7:39:00 PM
From: Boolish	Read Replies (1) \| Respond to of 1692

Where is everyone?...for CC and others playing SCS. Should result in continued upward pressure tomorrow. This is a huge British company. SCS Solars Computing Systems Inc - SCS Solars signs agreement with P&O Business Travel SCS Solars Computing Systems Inc SCS Shares issued 30,557,801 1999-06-09 close $0.88 Thursday Jun 10 1999 Mr. Frank Wells reports SCS Solars has recently signed a five-year agreement with P&O Business Travel, a wholly owned subsidiary of the P&O conglomerate, one of the world's leading companies, operating in more than 50 countries. The agreement is to provide P&O Business Travel with an intranet service linking all the U.K. sales offices with real-time access to its airline products via the CRS/GDS system. Steve Gostling, reservation systems manager for P&O Business Travel commented: "The Solarnet service offers real benefits to our reservation staff. We are confident it will assist P&O Business Travel in maintaining our high level of customer service through improved accessibility to product information by the P&O Business Travel sales agents therefore complementing the complete customer query process." Frank Wells, chairman comments: "P&O Business Travel is a major force in the travel arena and this is truly an exciting contract for SCS Solars. We are proud to have Solarnet selected as a solution by P&O to support their commitment to providing a high level of customer service. The unique travel information technology solutions offered by SCS Solars are being recognized as among the best in the industry through associations such as this. With P&O having a global presence in air, rail, car hire, hotel, ferries and cruises through its subsidiary Princess Cruises, SCS Solars see a long and profitable association ahead." (c) Copyright 1999 Canjex Publishing Ltd. canada-stockwatch.com

To: Mike Perras who wrote (895)	6/12/1999 3:53:00 PM
From: Mike Perras	Read Replies (1) \| Respond to of 1692

Packers & Friends .. Oh sure the markets are getting hit & a few are bashing those net stocks, as they will continue to do .. here's a good story for those who still think this net thing is a fad. June 11, 1999 The Net Really Is Big There are still some people who think the Internet is little more than a sideshow. They look at the valuations of Internet companies with a mixture of amusement and alarm. They think that bricks-and-mortar businesses have all the time in the world to launch a cohesive Internet strategy. These Luddites are wrong, and a just-completed study of the Internet industry should help quiet them once and for all. The study found that the U.S. Internet industry generated $300 billion in revenues in 1998. That's nearly as big as the U.S. auto industry, which totaled $350 billion. And it's larger than energy, at $225 billion. Here's another number. The Internet industry grew at a compounded annual rate of 175% between 1995 and 1998. And another number: The average annual revenue that the 1.2 million Internet employees generate is $250,000, about 65% higher than workers in the industrial sector. At some of the most efficient Internet companies, like Cisco and Dell, the number is $690,000. Many of these 1.2 million jobs, such as Web design and development, didn't even exist before. Some are sure to scoff at these numbers as too large. I initially did. But the researchers were very thorough. Phone interviews were conducted with 2,830 of the smaller Internet companies, and in-depth interviews with the 100 largest. Here's how the $300 billion Internet industry breaks down. The report divides the industry into four layers. The first layer is the Internet infrastructure: products such as Cisco routers, Qwest fiber networks and Sun servers. This layer accounted for $115 billion in revenues and 370,000 jobs. The second layer is Internet applications: Oracle databases, BroadVision e-commerce software and Inktomi search engines. This layer accounted for $56 billion in revenues and 230,000 jobs. The third layer is Internet intermediaries: Yahoo's portal, DoubleClick's advertising brokerage, and CNET's news. This layer accounted for $58 billion in revenues and 250,000 jobs. The fourth layer is Internet commerce: Amazon's books, TheStreet.com's paid subscribers, and Dell's direct sales of PCs. This layer accounted for $102 billion in revenues and 480,000 jobs. (If you go to the trouble of adding up the four layers you'll find it totals $331 billion. That number was reduced by researchers to $300 billion because of probable double-counting of revenues between the layers.) The study was commissioned by Cisco, and undertaken by professors from the University of Texas. I argued with Prof. Andrew Whinston that it is not possible to separate Internet intermediaries from Internet commerce. After all, what's the difference between Amazon (classified as commerce), and E*Trade (classified as an intermediary)? He disagreed with me. But it's not that important. What is important is that there is now another quantitative study of the Internet which clearly shows its economic impact. The results of the study, along with links to other Internet research, is at www.internetindicators.com. Cisco is contracting with the University of Texas to update and expand the study on an ongoing basis. Those results will be posted on the Website as well. The site should prove to be a valuable resource of information to confront the arguments that no doubt will continue to come from the Luddites of the world.