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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (72440)12/28/1999 5:56:00 PM
From: Nadine Carroll  Read Replies (2) | Respond to of 132070
 
I think business to business on the Internet will be the biggest bust in history. Remember, these are the same folks who are constantly losing money supplying big corps in the brick and mortar world. Just because some of that is going to the Net will not suddenly make it have a profit margin. The story about no pricing power in this economy is true.

I think you're missing the point on this one Mike -- the guys building the infrastructure will make the money, not the guys using the infrastructure.

Of course the valuations for a Commerce One or BEA Systems or Tibco are still insane -- but these are real businesses and are well positioned to make a lot of money.



To: Knighty Tin who wrote (72440)12/28/1999 7:05:00 PM
From: Terry Maloney  Read Replies (1) | Respond to of 132070
 
Michael, what do you think of TBH Jan 100's? They're awfully cheap compared to the Feb's ... do you think TBH could fall that far that fast if Y2K fallout starts getting the street's attention?


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