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

To: Rande Is who wrote (16847)	12/16/1999 1:43:00 PM
From: KevinThompson	Respond to of 57584

Rande and thread, Just thought I'd throw this out there: My favorite Long Term hold is National Instruments (NATI). I have been accumulating shares for over a year and a half now. They are still in the beginning stages of growth, IMO. But yet they add 20% earnings growth every quarter (or so it seems). They are sitting at a near break out point at 33. They are traded thinly at times. This is not a trading stock, but rather a long term hold, one for the IRA's. I will provide more info later if anyone is interested. Regards, KT

To: Rande Is who wrote (16847)	12/16/1999 1:59:00 PM
From: carepedeum2000	Read Replies (2) \| Respond to of 57584

MARY MEEKER/CHUCK PHILLIP FROM MORGAN STANLEY ON B2B just listened to them talking about b2b, didnt grasp it all but some main points they made 1. b2b much larger than b2c 2.timing is now 3.micromarkets will proliferate, sites will need something to add "stickiness", cant just put up a catalogue, domain expertise will be key 4. supply chains will be more efficient 5. becoming a "hub" will be major, their saying was "rub a dub dub everyone wants to be a hub", this was their main point but I didnt really understand all the ingredients to make a "hub" 6. they used arba,cmrc, and fmkt as examples of leaders in the space conlusion--need to buy b2b that has properties that are hard to duplicate, special expertise, something people are willing to recongize as a value to them, deals will be made by major companies ala gm or ford, knowing they can add billions of dollars in market cap by announcing a deal with one company, will make the deal based on them getting a piece of the company sounds like competition will be increasing, high risk reward area, now for the thread--WHO ARE THE HUBS WITH DOMAIN EXPERTISE THAT MAKES IT HARD FOR OTHER SITES TO KNOCK OFF?