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To: Director who wrote (24466)11/17/1999 2:52:00 PM
From: trouthead  Respond to of 27307
 
Most of what I have read on YHOO resembles you; a negative hypster.

jb
psssssssssst



To: Director who wrote (24466)11/18/1999 3:34:00 AM
From: Director  Respond to of 27307
 
Mary Meeker's comments from conference...
From Insider's section of Red Herring:
The rapidly evolving B2B market caught the attention of Internet guru Mary Meeker, a managing director at Morgan Stanley Dean Witter (NYSE: MWD). Ms. Meeker spoke for nearly two hours about B2B e-commerce at the Net Market Makers conference in Berkeley this week. Though she pointed out that B2B companies are quickly overtaking the business-to-consumer success of companies such as eBay (Nasdaq: EBAY) and Yahoo (Nasdaq: YHOO), she warned the frantic pace of acquisitions and investments is creating a fragile business environment.

Highly capitalized B2B leaders such as Internet Capital Group (Nasdaq: ICGE), Ariba, and Commerce One are consolidating markets at a stunning pace, leaving few spoils for emerging startups, according to Ms. Meeker. "People are moving so quickly the market opportunities can be sewn up before you know it," she said.

"Deft mergers and acquisitions will be important to building B2B empires," Ms. Meeker added. "The winners will win big, but there won't be as many winners as people hope."