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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: bobkansas who wrote (16180)	12/3/1999 11:59:00 AM
From: Kevin Shea	Read Replies (4) \| Respond to of 57584

ETEK --- next JDSU?

To: bobkansas who wrote (16180)	12/3/1999 8:58:00 PM
From: DlphcOracl	Read Replies (2) \| Respond to of 57584

BOB MARTIN USA: Regarding the "horizontal" B2B companies, I am not a big fan of PPRO. They are a niche player targeting small and midsized business in an effort to avoid competing against ARBA and CMRC. Their customer list is unimpressive and their scope is regional rather than national/international. FWIW, one thing I've learned about playing the internet sector is NOT to buy a basket of stocks but, rather, to continue to funnel money into THE dominant company. IMO, that company is clearly Commerce One (CMRC).