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To: Martin Atogho who wrote (76685)9/6/1999 12:00:00 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 164684
 
ICGE is the only public fund that specifically targets the area, however, in my view many of their investments are not what I consider real b-2-b. I think the potential for business commerce lies in automating business transactions over the web... this is a fine line between e-commerce and software. So for example icge has servicesoft, which is a software company I think... nothing wrong with it but its a standalone thing, therefore not b-2-b, otoh, agile would be b-2-b in my view, since they automate SKUs between supplier and vendor (but they are not a part of icge).

I suspect that soon there will be all kinds of b2b funds available, though... most will probably be not worth investing in, we'll see...