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Technology Stocks : CMDX - Chemdex, another CMGI gem -- Ignore unavailable to you. Want to Upgrade?

To: djane who wrote (92)	8/20/1999 12:06:00 PM
From: cyberman	Respond to of 200

CMDX' idea, while not original, is a very good one especially within the inefficient, fragmented industry/market opportunity that they have chosen to focus on If management executes, then revenues can ramp up substantially from their current low levels... This one may take time, but there is lots of upside in my opinion. Obviously the VCs think so

To: djane who wrote (92)	8/20/1999 8:36:00 PM
From: Stuart C Hall	Read Replies (1) \| Respond to of 200

Harmon has no vision. hehe. CMDX is the first big B2B internet venture. As the first, it has a lot to prove. My only concern is their market. Lab rats may not be so quick to jump on as we expected. Still, CMDX has a niche, they are playing with the number supplier, VWRX and should do nicely. Will we ever see them do TV ads like LCOS, EGRP etc? No, but B2B internet will be a reality and a huge market. Let's hope CMDX can capitalize.