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To: Sam Sara who wrote (83310)11/6/1999 12:48:00 PM
From: Robert Rose  Read Replies (2) | Respond to of 164684
 
<do you think we will see a recurrent pattern in B2B sector, with an April peak as in B2C stocks?>

Yes it will happen eventually, but that day is quite a ways off, imo. I just read in Keith Benjamin's report that the b2b sector market cap has increased from 1B in 1/99 to 41B today. As I'm sure you know, the B2B market is estimated to grow to 1.3 TRILLION by 2002 (or 2003, forget which). I'm not sure what kind of market cap a 1.3T market can sustain, but I imagine it is much, much, MUCH greater than 41B.

So, incredible as it seems, what we saw in the B2B sector this week, or icge's 14-bagger since opening at 12 three months ago, must be just a slight atmospheric stirring in the developing b2b tornado or Class 5 hurricane or whatever you want to call it.