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To: Robert Rose who wrote (83314)	11/6/1999 12:55:00 PM
From: Lizzie Tudor	Respond to of 164684

Those forrester $$ estimates for b2b are misleading, though. Cross transactional business transactions save in man-hours mostly, where someone once had to call the supplier, the transaction now gets automatically uploaded. So the people cost of doing that transaction is what the b2b $$ estimates come from. The problem is business itself is not so streamlined. For example when I worked for one of compaq's suppliers, compaq had a van set up so we could shuttle our transactions right to them for free. We still decided to skip the "ship advice" transaction, because the business software on our side didn't translate to theirs. The same thing will happen with b2b, first all the easy automation will go in, and then, these tough issues will need to be addressed. I doubt it will live up to the hype completely.

To: Robert Rose who wrote (83314)	11/6/1999 1:05:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

<<BuildNet will be the reason people get re-excited about the Internet around year-end," predicted Keith Benjamin in an interview shortly before he left FleetBoston Financial's investment bank, Robertson Stephens, to become a venture capitalist. Careful, though, because Benjamin's ilk have a vested interest in hyping B2B in general and BuildNet in particular. BuildNet has lined up three investment banks to manage its current $50 million round of private financing and has cleverly chosen banks with analysts who specialize in e-commerce and construction (DLJ, Salomon Smith Barney, and Robertson Stephens). Each bank hopes to manage the company's expected initial public offering. And since BuildNet is just now launching its B2B business, its IPO could be another "trust us" type deal as far as the public is concerned.>>