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


To: gdichaz who wrote (215)9/9/1999 10:10:00 AM
From: Teflon  Read Replies (1) | Respond to of 1817
 
Cha2, I wanted to suggest we include USWB in our DITR Index, and put it forth as a discussion candidate for this Thread. I'm still reading the new Manual, but I think there is value here. I bought in at 20 last week:

Stock of the Day

Sep 08, 1999

***USWeb/CKS: A One-Stop Dot-Com Shop***

Shareholders in USWeb/CKS (Nasdaq:USWB - news) have endured a bumpy ride this year, but the stock is up nearly 30% in the past few days as part of a growing fondness for web enablers. These web enablers help other businesses develop an Internet presence or otherwise harness the power of the web. This move by web enabler stocks and other behind-the-scenes Net companies is a noteworthy investor shift from the marquee consumer names like AOL, Amazon.com and Yahoo! which dominated the Internet investing scene until recently.

You might say USWeb is part of the "picks and shovels" crowd -- companies that provide enabling technology and services to the gold rush of web prospectors. And a crowd it is, with young but strong competition from iXL Enterprises (Nasdaq:IIXL - news), Scient (Nasdaq:SCNT - news) and Viant (Nasdaq:VIAN - news) among the many companies offering web site development, strategy, marketing and other Internet-related professional services.

USWeb/CKS is trying to position itself as the one-stop shop for business web services. The company was formed by the 1998 merger of USWeb, which was strong in programming and technical development, and CKS whose forte was design, advertising and marketing strategy. The result is a powerful combination of technical and creative expertise. USWeb/CKS is profitable, placing it among the select few in the world of Internet stocks.

Web consulting services is already a booming industry, but it is really expected to kick into high gear over the next few years as more and more companies realize they must adapt or perish in the digital era. The web is increasingly used not just for content, marketing or e-commerce, but as a tool to augment nearly every aspect of business processes. Accounting, supply chain management, customer and employee communications are just a few examples of ways that any company whose core business is not web-related can, and likely will, use the Internet to improve its business efficiency. So USWeb's potential customers are not just companies like a Barnes & Noble looking to evolve an existing retail business into an e-business, the market for web consulting services addresses everything from Fortune 500 manufacturers to Joe's Plumbing Supply....dot-com.

In addition to buying CKS, USWeb acquired literally dozens of smaller web development firms over the past few years in an effort to become the dominant player in this field. On Tuesday USWeb/CKS completed its acquisition of Mitchell Madison Group (MMG), a strategic consulting firm with a blue chip list of financial institutions for clients.

The smooth integration of all these acquisitions is crucial for USWeb/CKS to win the confidence of investors. If it can do that, USWeb/CKS appears to have all the pieces in place to be the one-stop shop for Internet-related professional services. Its roles in the Internet revolution isn't quite as glamorous as the eBays and AOLs of this world, but investors are discovering that "picks and shovels" companies sometimes offer a way to participate in the Internet revolution with a little less risk and just as much potential for growth.

USWeb/CKS is expected to earn $0.46 per share this year, up from $0.18 in 1998, and $0.73 in 2000 according to the analyst consensus. The annual growth rate is pegged at 50% over the next five years.


Teflon



To: gdichaz who wrote (215)9/9/1999 10:33:00 AM
From: Teflon  Respond to of 1817
 
Cha2, another perceived leader within the eWorld enabling space is BroadVision (BVSN). I would like to add these folks to the DITR Index as well.

BroadVision One-To-One(TM) Commerce Wins a Coveted Crossroads 2000 A-List Award

REDWOOD CITY, Calif., Sept. 7 /PRNewswire/ -- BroadVision®, Inc. (Nasdaq: BVSN - news), the leading supplier of one-to-one e-business applications for relationship management across the extended enterprise, announced today that BroadVision's industry-leading application, BroadVision One-To-One(TM) Commerce, has won a Crossroads 2000 A-List Award. BroadVision was among the first group of winners of the Seventh Annual Crossroads A-List Awards in the category of Customer Interaction in the New Economy. The awards identify the best newly proven products and services that meet today's critical enterprise business challenges.

The Crossroads A-List Award categories are based on the Crossroads Decisions study, which outlines the major business priorities for IT investment in the coming year. For 2000, the category Customer Interaction in the New Economy was formed on the basis of two themes: 1) Internet-based e-commerce is the top customer-process-improvement priority in 2000 for almost half of the organizations polled; 2) Unifying touch points, so customers can be treated holistically across different channels of contact, is the top customer-process-improvement priority in 2000 by nearly 30% of the organizations studied.

''High-stakes innovators in e-commerce struggle to get to market quickly and economically. Application programmers, content publishers and product managers need to develop the site, manage product-related publishing and define product marketing tactics. And this needs to happen without disrupting the business,'' said Nina Lytton, president of Open Systems Advisors and editor of the Crossroads A-List Awards. ''Companies have used BroadVision One-To-One Commerce to implement significant e-commerce sites in relatively short order. IT departments launching a robust Web storefront appreciate the one-stop shopping convenience of One-To-One's broad functionality, ease of development and integration, and BroadVision's portfolio of implementation partners.''

''What differentiates the Crossroads A-List Awards program is a strict adherence to focusing on real-life implementations that resolve true business issues. It makes accepting this award particularly satisfying,'' said Sandra Vaughan, vice president of marketing for BroadVision. ''The award also serves to confirm our momentum and enhance our established leadership position as we continue the tradition of technological innovation and high customer satisfaction.''

Seventh Annual Crossroads Conference

Winners of the Crossroads 2000 A-List Awards and their customers will be recognized at the Seventh Annual Crossroads Conference to be held March 12-15, 2000 at the Westin Mission Hills Resort in Rancho Mirage, Calif. Additional information on the conference can be obtained by contacting Jennifer Richards at 617-859-0859 or jenn@crossroads-osa.com.

About the Crossroads A-List Awards

The Crossroads A-List Awards clearly outline the business benefits, concisely summarize the technology differentiators, validate solutions with real customer experiences, and provide a basis for informed dialogue between business and technology partners.

The Crossroads A-List Awards focus on enterprise computing, the integrated system supporting the business process from the supply chain through the back office all the way to customer interaction. Winners are determined after a detailed review of the vendors' products or services and strategies. In-depth, confidential interviews with experienced customers are the cornerstone of the judgment process.

About Open Systems Advisors, Inc. and the Crossroads Research Program Founded in 1989, Open Systems Advisors, Inc. (OSA) provides a real-world perspective on using new technology in business. OSA's research is based on an ongoing and in-depth dialogue with hundreds of seasoned IT executives and business leaders who are using emerging technologies to achieve business results. OSA reports the Crossroads Decisions, awards the Crossroads A-List and produces the Crossroads Conference. For additional information, contact the company at: Open Systems Advisors, Inc., 268 Newbury Street, Boston, Mass. 02116, 617-859-0859; crossroads-osa.com.

About BroadVision

BroadVision, Inc. is the leading worldwide supplier of e-business applications for relationship management across the extended enterprise. BroadVision's end-to-end solutions enable companies to rapidly deploy and cost-effectively operate secure, scalable, intelligent and flexible e-business applications for e-commerce, financial services and knowledge management. The company's entire product line has experienced exceptional growth and increasing acceptance by Global 2000 businesses as well as pure-play e-startups.

BroadVision has more than 350 customers in the financial services, retail, distribution, high technology, telecommunications and travel industries including American Airlines, Credit Suisse, Development Bank of Singapore, Ernst & Young, Fingerhut, Hewlett-Packard, The Home Depot, Intuit, Liberty Financial, META Group, Motorola, Nortel Networks, Outpost.com, RS Components, Telus, Vodafone and Xerox. BroadVision is headquartered in Redwood City, Calif. and maintains an extensive network of subsidiaries and licensed resellers in North and South America, Europe, and Asia.

NOTE: BroadVision is a registered trademark and BroadVision One-To-One is a trademark of BroadVision, Inc. in the United States and other countries. Other names herein may be the property of their respective owners. (R)Crossroads is a registered trademark, and (TM)Crossroads A-List and (TM)Crossroads Decisions are trademarks of Open Systems Advisors, Inc.; any other trademarks are the property of their respective owners.

SOURCE: BroadVision, Inc.


Teflon



To: gdichaz who wrote (215)9/9/1999 11:07:00 AM
From: Teflon  Read Replies (2) | Respond to of 1817
 
Also think DCLK belongs on the list as well! :)

Teflon



To: gdichaz who wrote (215)9/9/1999 7:48:00 PM
From: Percival 917  Read Replies (1) | Respond to of 1817
 
Cha2,

Thanks for the reply. I am looking at securing a small starting position in both ICGE and SFE. I got my manual today and look forward to comparing it to the original.

Joel



To: gdichaz who wrote (215)9/10/1999 8:00:00 AM
From: Mike Buckley  Read Replies (1) | Respond to of 1817
 
Mike. Where are you when we need you?

Sorry, Cha2. The day job is becoming overwhelming.

--Mike Buckley