Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Commerce One Inc - (CMRC) -- Ignore unavailable to you. Want to Upgrade?

To: LOGAN12 who wrote (544)	1/4/2000 10:42:00 PM
From: Brian Malloy	Respond to of 1938

I am in CMRC the stock for the long term. Unless they just really screw up, which I don't think will happen so I am holding. Look at CMGI, AOL, DELL, MSFT, YHOO and on and on and over and over...CMRC stands a good chance of splitting and doing all the things that the companies listed above have done. That's my story and I'm sticking to it <ggg>. PS, I do have some options which may be traded but this stock is headed much higher in my opinion. The danger is in not being in CMRC for the long term and regreting in. IMHO

To: LOGAN12 who wrote (544)	1/5/2000 3:34:00 AM
From: Brian Malloy	Read Replies (3) \| Respond to of 1938

To the thread: A collection of posts. Some don?t deal with B2B or are for other stocks but the principles/lessons may be of use or provide a new lens by which to view and evaluate. Investing can be a journey as well as a destination. While doing DD on companies/sectors much can be learned. Through this process, a level of comfort and intuitive feel can arise that may help one stay the course when markets/stocks gyrate. I hope this little compendium is of use to those trying to understand B2B or think this is only the latest MoMo play du jour. Begin with the end in mind. ***************** I. B2B in general *************** 1. A must read primer. Those interested in staying on top of the field may want to read Business2.0 on a regular basis. If you read nothing else, read every bit of the article below. Understand the economics driving this sector. The B2B Boom: It's no longer business-to-business as usual online. New strategies and new companies leading the next phase of ecommerce. business2.com 2. CMRC has mediated Reverse auctions for Schlumberg(sp?) and GM?Why are reverse auctions important? Shift into Reverse Purchasing power has shifted to the consumer. And marketing will never be the same. By John Hagel III and Marc Singer business2.com 3. Recent article in Washington Post, reference to WSJ and Barron?s articles Message 12443513 4. A way to think of ones portfolio based on a Triad. The role and potential of B2B in such a portfolio. Message 12394094 5. Compilation of B2B companies and the B2B thread from Bob Brinker?s site. I will say that as I learn more about B2B my opinion of Ebay increases. They are B2C with B2B stickiness and characteristics. In a couple of places B2B and B2C are reversed in my post. Message 12212433 ****************************** II. A new economics of valuation ******************************** 1. All who want to gain insight should read the Scientific American article on Increasing Returns. Pay attention to the clustering. We all know where Silicon Valley is, how successful would someone be in recreating it. The greater Washington DC area is considered a netplex, how successful would someone be in recreating it. Then consider, once a company is dominant in a B2B sphere how difficult would it be to supplant them (given the first mover is competent). If you read the must read article above, The B2B Boom:, consider the economics it speaks of while reading the Sci Amer article. Message 11994620 2. Cluster based data analysis reveals potential exponential basis for inet companies. Message 12453410 3. The nonlinearity of shared information?consider the implications for a networked web focused site such as B2B. forbes.com 4. Online B2B Exchanges: The new economics of markets dc.com 5. Chemdex's New Supply-Side Economics business2.com 6. Ecosphere Message 12128171 ************************************************************************** III. Investment faith & the rise of the individual as venture capitalist?making the leap to long term holder ********************************************************************** 1. Institutions: VCs, TV pundits, and fund managers are the new market movers** When private goes public By Geoffrey Moore forbes.com 2. Gilder on "Investing faith" for full article you need to go to library for WSJ 31Dec-1Jan issue. Many other good articles in the edition as well. Message 12453854 3. Jubak's Journal You and I are venture capitalists for the Internet Face it: We're funding the high-tech revolution. Here are four rules for investing like a long-term venture capitalist and 10 stocks that fit the strategy. By Jim Jubak moneycentral.msn.com ********************** IV. Back To The Future ******************** What is the global view? What might this all mean?What will the future bring? Think about it and draw your own conclusions. The potential, the possibilites exist to invest wisely. One view is presented below. If you don?t develop your own view, you may find it hard to stay in any stock long term. The Long Boom: A History of the Future, 1980 ? 2020** By Peter Schwartz and Peter Leyden We're facing 25 years of prosperity, freedom, and a better environment for the whole world. You got a problem with that? wired.com Many other great think/gestalt books out there as well. B2B represents a great avenue for wealth creation by individual investors willing to take the long view. The impact that this will have on logistics, supply chain management, pipeline costs, and so forth and so on is staggering. Regards,