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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (3605)	7/9/1999 11:33:00 AM
From: Bahama	Read Replies (1) \| Respond to of 54805

Snas, on your comment: "What is the best software play for $1.3 trillion of American e-business to business commerce? " Here are some candidates: ARBA, CMRC, CNQR. It's way too early to pick a single leader though. But with the growth numbers you quoted, it's absolutely worth looking into.

To: Apollo who wrote (3605)	7/9/1999 11:55:00 AM
From: Eric Jacobson	Respond to of 54805

Snasraway: Another play on business-to-business e-commerce is Sterling Commerce (SE). I don't own it but have been watching it for some time. They just warned they would miss estimates by 3 cents and got slammed. Either this is a warning things aren't going well and perhaps they aren't the leader or it's a buying opportunity.

To: Apollo who wrote (3605)	7/9/1999 12:42:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

Stan, it looks like you've bought in to the Silverback Gorilla Game we play here big time. I have to applaud your move in bolstering your Q position at 127. Imo, that will look cheap by the end of the month. As far as Q slowing down, check out the long term graph on the three Certified Silverbacks and to see how much time you have if Q is truly a Gorilla: techstocks.com Frank

To: Apollo who wrote (3605)	7/9/1999 2:37:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 54805

>>Question for Mike Buckley & thread....most of us are playing this via internet hardware, storage, pipes, routers, switches, optoelectronics, wireless telecommunications, yada yada yada. What is the best software play for $1.3 trillion of American e-business to business commerce? Also, since e-business to consumer commerce is relatively miniscule (about 7% of total), is there too much emphasis on investing in consumer oriented companies, such as AOL, Gemstar?, etc.??? Food for thought; what do the experts say?<< Stan, Wouldn't webhosting be a good vehicle to take advantage of e-business to e-business? I recently picked up EXDS, and I don't think it fits the gorilla designation (especially with INTC invading the space), but with more and more business going on line, webhosting has got to be one of the best areas to benefit from the e-business growth cycle. Opinion? bp

To: Apollo who wrote (3605)	7/9/1999 10:49:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Stan, Great ideas that you're posing. What is the best software play for $1.3 trillion of American e-business to business commerce? CRM. What else did you expect me to say? :) Seriously, I'd also look at security software, EAI (which more and more will be used to allow interaction between one company's back office with another company's back office even when they are using different platforms), transaction software, networking software (Can you say, Cisco? :), storage software, etc, etc, etc. Also, since e-business to consumer commerce is relatively miniscule (about 7% of total), is there too much emphasis on investing in consumer oriented companies, such as AOL, Gemstar?, etc.??? With the Internet usage doubling about every 45 days (That may not be exactly right but you get the point.) and so many web sites being created that typical search engines only address about 16% of the web pages, I don't think it's possible to put too much emphasis on them these days. Do I think those stocks can become overvalued? You betcha. But being overvalued isn't the same as placing too much emphasis on them in my mind. Instead, it's placing too much money on them. :) --Mike Buckley