Silicon Investor (SI) -- The First Internet Community

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 : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Claude Cormier who wrote (75788)	8/30/1999 4:12:00 PM
From: Grandk	Read Replies (3) \| Respond to of 164684

Claude, Continue to believe that nets are overvalued, and you'll continue to miss out. Take a look at the OLB sector, NDB, SCH, EGRP. Some great buys appearing here.

To: Claude Cormier who wrote (75788)	8/30/1999 4:34:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

B2B is business to business. It loosely means companies that use the net to handle business transactions... there are a few models of this (some better than others), most tranasction-based technology is kind of half software and half net. There are only 3 companies I can think of offhand that are public now in the b2b space - vert, icge, and arba. ICGE is an incubator like CMGI so you can look at all their private companies and get a feel for what b2b is - except they have gone outside true b2b a little bit but for the most part they are a pure play. Ariba is like a software company where you buy software and install it, and then it shops the web. Vert is the other end, totally a net company with vertical portals... imo neither of these is an ideal investment, I prefer outsourced enterprise automation like employease which lets the customer get out of the software business entirely and just pay a trans fee. Anyway this is all brand new stuff and there is high interest. The only caviat with b2b is that the promise will not be realized until some outstanding standardization issues get solved and that is a hard problem. All these projections about the size of the b2b industry assume the ability to solve the outstanding issues, some of this stuff we have been working on for years so I don't think its a given.