To: carepedeum2000 who wrote (16984 ) 12/19/1999 8:07:00 PM From: carepedeum2000 Read Replies (3) | Respond to
i think b2b is the #1 place to be for 2000, as Henry Blodget stated it is just getting started, with a 25 billion market cap going to 500 billion, here are two that have made my radar list this weekend, icge appears to be the cmgi of the space, holding investments in tradex (who arriba just bought), vert,bway and 45 or so other private companies who have yet to be spun off for public valuations, it looks to be like a pure b2b fund play, a must core holding, eds just said they were going to raise 1.5 billion in venture capital for b2b investments, dont know anything about thier management, but if they could execute, that could be big long term, here is something i copied from another thread on them
