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Technology Stocks : B2B - Business to Business Inet Stocks -- Ignore unavailable to you. Want to Upgrade?

To: H James Morris who wrote (37)	10/26/1999 10:05:00 AM
From: mark cox	Read Replies (1) \| Respond to of 610

Two of the B2Bs on your list which I own have released news this morning. ITRA Intraware Is Chosen by Computer Associates as an Online Sales and Electronic Software Distribution Channel Partner Intraware to Provide Software Delivery for Computer Associate's 'Workgroup' And 'Advanced Edition' IT Solutions biz.yahoo.com PPRO PurchasePro.com Announces First Complete E-Commerce Solution for the Construction Industry PurchasePro.com First Mover in Construction Industry biz.yahoo.com In PPRO's pr is states some huge numbers for the construction industry. The global potential for E-commerce in the AEC industry is estimated to be a $3 trillion industry. In the U.S., the industry represents 10% of the GNP, accounting for $692 billion. ITRA is so undervalued compared to the other big B2B companies that it's crazy. When the 'Street' figures it out it should really benefit ITRA. Internet analyst Steve Harmon said the following about ITRA. Part of the problem with both Backweb and Intraware is they are not seen as ecommerce enablers but as software companies. Software companies trade at 5x revenue if they're lucky. I believe both BWEB and ITRA show exponential potential through enabling ecommerce. Maybe the Street will catch up." Mark