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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Kimberly Lee who wrote (16487)	9/26/1999 9:33:00 AM
From: swisstrader	Respond to of 108040

S. Harmon on BWEB...Cyberstock: B-to-B is definitely the hot topic of the moment. Out of this group, what companies really stand out in your mind right now? Harmon: Well, it's hard to find value, because everybody's jumping on the latest wave and they're driving up valuations. I'm always a valuation guy trying to find fair value, or even something undervalued. A lot of them that I do like have gone too far north for me, so I'm looking under the hood further. I feel like BackWeb (BWEB) is going to be an interesting story for next year. Most people don't know what they do. They're not really understood in terms of their "dynamicness," or whatever you want to call it. They have such a range or possibilities that they can do with their software. I call it smart data delivery, or "FedEx for data." Think about "FedEx for data" and what you can do on commissions based on data delivery. Right now, there doesn't seem like a market for it, but think about the future when there will be. When you've got to know - who got it, when they go it, and when they signed off on it. Data has to be accountable in the future.