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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (707)	11/16/1999 12:29:00 AM
From: pbull	Read Replies (1) \| Respond to of 1817

In front-office software, I suspect Mike has it narrowed down to about two by now, if not one. In e-commerce, I get the sense that there will be more than one biggie. The applications in different industries (chemicals vs. auto parts, for example), create at least some need for specialization, IMO. At some point, the e-commerce scene will become more clear. These companies must address import/export issues, language barriers, etc., to become an industry standard.

To: gdichaz who wrote (707)	11/16/1999 8:21:00 AM
From: Teflon	Read Replies (1) \| Respond to of 1817

I am fortunate, Cha2, I do it everyday I go to work. <vbg> The reality is, however, that this exercise would be very time consuming for most because the landscape changes very quickly, and almost on a daily basis. In my opinion, picking and choosing one's spot carefully, yet maintaining an ability to be able to see the forest through the trees is the key. There just isn't enough time in one's day or week to study the ecommerce/ebusiness sector to the depths that Mike and I would surely like. If dividing it up into separate segments allows one to specialize in a specific area and that is your goal, then this exercise will work...but to broadly approach ecommerce/ebusiness with this mindset would be a mistake (IMHO). There just isn't enough time! Teflon