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To: Bill Harmond who wrote (90318)1/7/2000 10:52:00 PM
From: ftian  Read Replies (1) | Respond to of 164684
 
How high is DoubleClick's gross margin? I know that
arba has a margin of 79% and vert 51%. I would guess
that all B2B companies envy Ebay's business model.



To: Bill Harmond who wrote (90318)1/7/2000 11:19:00 PM
From: Sonny Blue  Read Replies (1) | Respond to of 164684
 
Confession of a fund manager selling on the low...

ipsfunds.com

Note what he said on Dec 28 and Jan 5. But I really like the guy - a straight shooter.



To: Bill Harmond who wrote (90318)1/8/2000 2:23:00 PM
From: ftian  Read Replies (2) | Respond to of 164684
 
William, you are not enthusiastic about the "popular"
B2B leaders: ARBA, CMRC and VERT. Neither are some
top analysts such as Meeker and Blodget. Do you see
any fundamental weakness in their business models ?