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

To: 2MAR$ who wrote (17023)	9/29/1999 5:03:00 PM
From: swisstrader	Read Replies (1) \| Respond to of 108040

The area that's starting to heat up is fiber optics ala the Sycamore (soon to be) IPO, which will be red hot....other plays include JDSU, SDLI, ETEK, and GLW.

To: 2MAR$ who wrote (17023)	9/30/1999 2:10:00 AM
From: mark cox	Read Replies (1) \| Respond to of 108040

ITRA - Intraware Inc. Wow, announced that they beat analyst's estimates by 100%. Plus revenues up by +134% I mentioned earlier that this was one hell of a company. I hope some of you did some research on it and bought it. They also announced yet another alliance today. Sun-Netscape Alliance Selects Intraware's 'ProductTracker by SubscribNet' Software Update Service ORINDA, Calif., Sept. 29 /PRNewswire/ -- Intraware, Inc., (Nasdaq: ITRA - news) the leading IT e-Marketplace for Web-based software and services, and the Sun-Netscape Alliance, a leading provider of e-commerce and Internet infrastructure software solutions, today announced the selection of Intraware's ProductTracker by SubscribNet service as the software update vehicle to provide proactive notification and electronic software delivery to Alliance customers. ProductTracker by SubscribNet, which has been providing software update notification to Netscape corporate customers for the past ten months, will now be available to Sun-Netscape Alliance customers. biz.yahoo.com Once again I would like to direct everyone to a post I made on Tuesday. It gives you an idea of just how undervalued this company is compared to some of the other well known companies in the B2B market. This stock can appreciate alot. Message 11380351 From the Yahoo message board this evening: 29-Sep-1999 22:59 [B] [B] --Intraware CEO says so far no slowdown from Y2K 29-Sep-1999 22:59 [B] [B] --Intraware CEO: Pipeline into next qtr "really strong" For those who don't know or have ever heard of B2B, ( Business to Business ), you owe it to yourself to educate yourself on it. It is the biggest thing in the future. The market will grow from $43 Billion today, to $1.3 TRILLION by 2003. B2B companies will make Amazon.com look like a five and dime store with their revenues. Take the time to read about it at this really nice site that explains B2B. business2.com Do your own DD before buying ITRA. Mark