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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (9740)	11/8/1999 1:12:00 AM
From: Hank Stamper	Respond to of 15132

Eric, Thank you from me also for the links. Here are my thoughts: The trick with internet-B2B is to determine which companies will survive and prosper. With the start-ups, it's a crap shoot. With no history, how does one determine profitability, management's skills, and how it stacks up against its competitors? Answering these questions would take four or more years of company history, I think. On the other hand, business to business is not new. There are many companies that serve the middle ground, brokering commodities, capital equipment, consumables, etc. They have been doing this over the telephone using non-net databases. I think these are the ones to watch. If these expand their business models to include internet-B2B, then there would bases for investment decisions. For example, I have an industrial supply catelogue sitting on the shelf behind me. The book is an elephantine 1800 pages long! Where's the web site for the company that puts it out? It's not there, yet. With all good wishes, David Todtman