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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (131)	9/6/1999 4:42:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 1817

Mike Buckley have you read beyond the front office section yet? Nope. Planned for later today. --Mike Buckley

To: gdichaz who wrote (131)	9/6/1999 5:11:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 1817

For the brave (and perhaps foolish) a couple of potential flyers. Not public yet but coming in Oct probably. Talk : IPOs : Sycamore Networks Inc-(SCMR) To: Immi (33 ) From: techstocker Monday, Sep 6 1999 4:33PM ET Reply # of 34 Sycamore Networks and Foundry Networks are both going to be hot IPO'S. The downside to all this is we will all have to pay high price to get in. I believe both these stocks will open at $80 minimum and then still climb from that point. I'm looking to get 1,000 shares of each on opening day at a limit of $100. SI links: Subject 29884 Subject 29412 Would require extraordinary DD and strong sleep at night strength and probably just plain wildness. But Hey. Its a holiday. Cha2

To: gdichaz who wrote (131)	9/6/1999 5:21:00 PM
From: RTev	Read Replies (2) \| Respond to of 1817

Sure why not, start with Globalstar and @Home and ???xDSL company???. Who would like to suggest the xDSL company? Going....going.... Let me take a stab at it. Of the three DSL CLECs, Covad seems to have jumped to the head of the gang. They recently announced that their network would reach 40% of homes and businesses by the end of next year. siliconinvestor.com But in this market, the Bells are always lurking as a pack of wolves (to stretch animal metaphors way to far). Each of them currently has the dominant position in its home market. All of them can be expected to expand DSL service into other territories once they clear the regulatory hurdles for competition. Of the four soon-to-be remaining Bells, two of them seem to be in the best position to become alpha-figures in the pack. --Despite a slow start, BEL seems to have become aggressive in its home-territory rollout of DSL. GTE, in many of its territories, was an early adopter of DSL. Once the two are combined, they will have a national ILEC presence that could give them the staff and infrastructure to quickly expand their data CLEC role. --USW took an early lead in DSL deployment which it still holds. (This despite an incredible and continuing series of blunders with the marketing and provision of the technology.) If they can combine that with QWST without giving up too much of the assets to meet regulatory requirement, then they would be formidable. The important distinction QWST has as a data CLEC is its wide-ranging series of applications-hosting agreements with Microsoft, SAP, HP, KPMG, and others.

To: gdichaz who wrote (131)	9/6/1999 9:46:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 1817

Another vote for the ????xDSL???? candidate? Talk : Communications : Covad Communications - COVD \| Previous \| ------ \| Respond \| To: 2MAR$ (261 ) From: Rupert_E Sunday, Sep 5 1999 4:19PM ET Reply # of 262 Old article about COVD I hadn't seen before Posted 6/18/99 "Covad shares reignite with power of high-speed Net service" "The DSL provider is among the first into an 'absolutely huge' market with big growth prospects. Covad tries to beat rivals with affordable, reliable, nationwide service." moneycentral.msn.com I sort of ignored COVD earlier this year cos it was a hot IPO and cos it was one of a confusing pack of DSL stox. But I like it now and wondering if this may be the emerging pure-play DSL gorilla. Anyway got half a position at $46.07 now. COVAD COMMUNICATIONS GRP (NASDAQ: COVD Date: Sep 03Last Trade 47 11/16 Change + 3 7/8 (+8.84%) Doesn't look much like gorilla to me, but is it a baby? Comments? Cha2

To: gdichaz who wrote (131)	9/7/1999 10:40:00 AM
From: Teflon	Read Replies (1) \| Respond to of 1817

Cha2,I haven't received the new Manual yet, I hope it arrives today. I think this approach has merit, I'm simply trying to hold off with some of my opinions until I get a chance to read up. I'm sorry for the delay. I spent a lot of time over the weekend coming up with some points/concepts that I'd like to share with the Group. Once I get a chance to read the Manual I will share them with the Thread. btw, you are right on, B2B is by far the biggest Market, but it also happens to be the toughest to get our hands around...you need to join Peter L. on his next tour <ggg>! Teflon

To: gdichaz who wrote (131)	9/7/1999 12:12:00 PM
From: Teflon	Respond to of 1817

A little perspective on B2B in the eWorld: Business E-Commerce Will Increase to $1.38 Trillion by 2003 Bloomberg News August 23, 1999, 12:27 p.m. PT Business E-Commerce Will Increase to $1.38 Trillion by 2003 Framingham, Massachusetts, Aug. 23 (Bloomberg) -- Business-to-business electronic commerce will boom to $1.38 trillion by 2003 from just $30 million last year, according to an International Data Corp. study. Companies are just starting to build Internet-based systems that allow them to buy goods and services from other businesses online, said IDC, a Framingham, Massachusetts-based research company. The systems allow companies to order items such as office supplies with a click of a computer mouse. Internet commerce between companies will also benefit the companies that make the software that allows these orders to be placed over the global computer network, IDC's study found. Spending on such programs, made by companies such as Ariba Inc., will surge to $5.3 billion by 2003 from $147 million last year, the study concluded. 'More and more businesses are beginning to understand (this software) can deliver tangible results to their bottom line,' said Albert Pang, manager of IDC's electronic commerce software research program, in a statement. Ariba, whose shares have quadrupled since its initial public offering June 23, said it's now processing purchases valued at more than $100 billion a year. The company and its competitors are able to save customers money because the software cuts paperwork and channels bulk orders to preferred suppliers. Companies using such software will save up to $103 billion by 2003, the IDC study concluded. Other business-to-business electronic commerce software makers include Project Software & Development Inc., a Bedford, Massachusetts-based company, and Walnut Creek, California-based Commerce One Inc. Teflon