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Technology Stocks : SciQuest.com ( SQST ) -- Ignore unavailable to you. Want to Upgrade?

To: hoyasaxa who wrote (10)	12/9/1999 2:23:00 PM
From: hoyasaxa	Respond to of 48

Chemdex (CMDX) 90 1/2 -2 7/16: Sands Bros initiates coverage of provider of e-commerce solutions to the life sciences industry with a "buy" rating and $150 price target.... This is good newss. SciQuest is far better than Chemdex. Value gap will shrink.

To: hoyasaxa who wrote (10)	12/14/1999 5:41:00 AM
From: srilanka	Read Replies (1) \| Respond to of 48

relative to chemdex sqst could double from here

To: hoyasaxa who wrote (10)	12/16/1999 2:17:00 PM
From: ioioioi	Respond to of 48

Hold on here, I hold both companies. Chemdex has better prospects, because they are positioning themselves as a horizontal net market that can diversify into multiple verticals. Compare that story to Sciquest, which can only claim dominance in the Science purchasing vertical. Chemdex is a more long term play than Sciquest - they have better management bench strength and sexier story than Sciquest. That said, I do believe that Sciquest is undervalued, but not with respect to Chemdex.