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To: Bill Harmond who wrote (86059)12/3/1999 2:32:00 AM
From: GST  Read Replies (1) | Respond to of 164684
 
William <It's called the principal of network effects> Oh, I thought it was called "outrageous pie-in-the-sky, don't arrest me it was only my opinion, I didn't force anybody to buy it" hype -- my mistake. The trillion dollar market cap must be right around the corner. Its 'amazing'.



To: Bill Harmond who wrote (86059)12/3/1999 12:14:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 164684
 
How much is Yahoo Japan worth? Checked lately?

How much? I assume yhoo is dominating all the global portal spaces, or does Japan have their own competition there?



To: Bill Harmond who wrote (86059)12/3/1999 1:55:00 PM
From: fedhead  Respond to of 164684
 
There was an article on Alberto Vilar from Amerindo in today's investor business daily. He predicts the Internet to
be 80 % B2B and 20 % B2C. He likes the pure ecommerce play
in B2B as well as the infrastructure and software providers.
He mentioned ARBA, CPTH and SCMR as some of the names he likes.

Anindo