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To: Bill Harmond who wrote (89312)1/1/2000 9:54:00 PM
From: Lizzie Tudor  Read Replies (4) | Respond to of 164684
 
Well let us know if any stars emerge. Theres so many I can't keep up now. (I'm talking about b2b here in case people aren't following).

I think I might be looking for some niche players where the niche can expand now, vs. the general purchasing space which has orcl,arba and cmrc. Maybe specialized solutions for the electronics industry or foods, etc. Let me know if you see any of those.

I'm pretty happy with my investments right now so I don't have a lot of excess cash to deploy, but if something good comes along...