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Technology Stocks : VerticalNet, Inc. [VERT] -- Ignore unavailable to you. Want to Upgrade?

To: Sarkie who wrote (499)	11/16/1999 12:59:00 PM
From: brian z	Read Replies (1) \| Respond to of 1094

Steve Hamon on VERT Hello Steve, I am a German Internet stockholder and my English is not good. Please can you say my what's your view better? Commerce One , VerticalNet or Free Markets or other investments in B2B sector. Harmon: Commerce One (CMRC) has been one of my favorites for several months now. It recently ran up as the rest of the world realized its service-based model is superior to a software-based one. VerticalNet (VERT) has an interesting premise but is more content than commerce. Actually putting together industries for commerce is much more difficult than many believe, and VerticalNet hasn't done this in any large degree. --- Hello Steve, I've been reading your analysis for several weeks now, and think it's really fantastic. A magazine recently recommended Vertical Net. According to this article VERT will be generating more revenue than AOL in a few years, and should have a higher market cap. What do you think of this? Does this seem realistic? What is the future of this company, and is it really a market leader in B-2-B? Thanks very much for your thoughts. Harmon: Something must have been lost in the translation because I don't see VerticalNet coming anywhere near AOL (AOL) in market cap or opportunity. Ariba (ARBA) has a better chance in B-2-B, as does Commerce One (CMRC). But even those won't likely reach AOL's market cap; it's simply too broad and too big. AOL is probably the only threat that Microsoft (MSFT) now has in the Internet space. At 50-million-plus global users across AOL, Netscape, ICQ and CompuServe, few in the consumer or business space can touch AOL's leverage.