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To: Robert Rose who wrote (84977)11/23/1999 12:23:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 164684
 
I agree it doesn't really matter how they manage the fund for the next 6 mos. But if they do what they did with cmgi (which is, go after a whole bunch of second-tiers) they will lose in the b2b space much moreso than the b2c space, imo.

I mean look at Raging Bull... SI has technical problems therefore some people switch over... this is not possible in business software, they need at least a few leaders.