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To: Lizzie Tudor who wrote (76485)9/4/1999 12:39:00 AM
From: Robert Rose  Read Replies (1) | Respond to of 164684
 
Nevertheless, the icge mania is still a far cry from the ebay mania 11 months ago (at least so far). I agree that the icge phenom is b2b supply-related, but demand is still diluted somewhat by the hundreds of other inet issues out there. After all, ebay was at 150 two months after ipo. Hard to imagine icge being there in Oct, but who knows? Just look at rbak and jnpr!



To: Lizzie Tudor who wrote (76485)9/4/1999 10:17:00 AM
From: Victor Lazlo  Read Replies (1) | Respond to of 164684
 
Michelle I think you are right on the money re the supply/demand for b2b nets.

That plus the fact that b2b commerce $ value dwarfs retail commerce should bode well for b2b's, external market factors notwithstanding.
Victor


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