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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: $Mogul who wrote (73973)	2/10/2000 8:33:00 PM
From: baddtiming	Respond to of 108040

What is the "other" company?

To: $Mogul who wrote (73973)	2/10/2000 9:40:00 PM
From: Mike E.	Respond to of 108040

CLIC: Check this out from the CLIC thread here on SI: Dow Jones Online News, Monday, February 07, 2000 at 17:50 WASHINGTON -(Dow Jones)- The following are some of the larger insider purchase and sale transactions recently filed with the Securities and Exchange Commission, as well as registrations to sell restricted stock, according to Federal Filings Business News. PURCHASES CALICO COMMERCE INC. (CLIC): Calico Commerce Inc. Chief Financial Officer Arthur Knapp purchased 30,000 shares of the company's common stock in January. Knapp bought the shares between Jan. 20 and Jan. 31 for $31.50 a share to $39.63 a share. At the end of the month, the CFO directly owned 30,000 shares.

To: $Mogul who wrote (73973)	2/11/2000 4:59:00 AM
From: puborectalis	Respond to of 108040

Put ICGE away.......B2B is HUGE..Worldwide B2B E-Com Pegged at $7.29 Tril by 2004 By Stefan Hammond Associate Editor, asia.internet.com [February 10, 2000--HONG KONG] Business-to-business (B2B) e-commerce will grow at aggressive rates through 2004, causing fundamental changes to the way businesses conduct business with each other, according to Dataquest, a unit of GartnerGroup. Dataquest forecasts that the worldwide B2B market will grow from US$145 billion in 1999 to US$7.29 trillion in 2004, and that B2B e-commerce will represent seven percent of the predicted US$105 trillion total global sales transactions by 2004. "The B2B explosion is imminent, fuelled by a combustible mixture of investment financing, IT spending and the opportunistic euphoria that is being funneled into both start-ups and more traditional brick and mortar companies' e-commerce initiatives," said Leah Knight, principal analyst for GartnerGroup's e-Business Intelligence Services. "Collectively, they will drive short-term economic disruption, but long-term they will increase business efficiency across industries and geographies," she added. The catalyst for B2B e-commerce is e-market maker activity. Dataquest describes an e-market maker as an organization that develops a B2B, Internet-based, marketplace of buyers and sellers within a particular industry, geographic region or affinity group - examples include Chemdex, VerticalNet, Altra Energy Technologies, Paper Exchange, Instill, PlasticsNet and Commerce One's Marketsite.net. E-market makers are projected to account for US$2.71 trillion e-commerce sales transactions in 2004, representing 37 per cent of the overall B2B market and 2.6 per cent of worldwide sales transactions. GartnerGroup analysts said e-market makers will have a critical but subtle impact on transactions that flow through brick and mortars' sell-side initiatives: defined as including extranets, B2B Web storefronts, EDI and flat file transfer over the Internet and related e-commerce activity allowing a seller to leverage the IP network as a channel to its buyers. "These brick and mortar sell-side initiatives will fuel the B2B e-commerce fire significantly, as e-market maker valuation envy and Wall Street pressures drive brick and mortars to accelerate sell-side e-commerce adoption," said Knight. "Valuation envy has already sped up e-commerce adoption in the chemicals and electronics components industry, where traditional companies are under pressure to keep up with fast-moving virtual competitors." The worldwide B2B market is projected to reach US$403 billion in 2000 climbing to US$953 billion in 2001. In 2002, the market will increase to US$2.18 trillion and at the end of 2003 worldwide B2B revenue is forecast to reach US$3.95 trillion. Also put away TXN...........TI, with 1999 sales of $9.5 billion, is more than four times larger than LSI. Two of the world's largest cell-phone makers, Nokia Corp. and L.M. Ericsson AB, have chosen TI DSPs. And TI says that in a Feb. 22 Webcast it will make a "precedent-shattering DSP announcement, directly from TI's management and our DSP technical gurus." In an interview with Investor's Business Daily, LSI Chief Executive Wilf Corrigan discussed his strategy to go head-to-head with TI and other DSP makers.