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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: lurqer who wrote (1389)	3/1/2000 9:33:00 PM
From: bozo1	Respond to of 1817

Any thoughts on the following: Holy HOLDRs! It's looks like Merrill Lynch (NYSE:MER - news) isn't going to stop creating HOLDRs until there's one for every taste. The firm just filed with the Securities and Exchange Commission to introduce three new HOLDRs that divvy up the Internet: B2B Internet (Amex:BHH) , Internet Architecture (Amex:IAH) and Internet Infrastructure (Amex:IIH) . Each security will represent a 20-stock basket that will trade on the American Stock Exchange. The structure and purchase constraints of the existing HOLDRs products will apply to these securities. Merrill launched its original Internet HOLDRs (Amex:HHH - news) product in September, but that basket really represents what's known as B2C, or business-to-consumer, companies, such as Yahoo! (Nasdaq:YHOO - news) and Amazon.com (Nasdaq:AMZN - news) . The B2B basket will focus on companies in business-to-business commerce and will own names like Internet Capital Group (Nasdaq:ICGE - news) and Ariba. The Internet Architecture basket will own companies that make the servers, switchers and routers that build the Internet's backbone. You'll find big names like Cisco (Nasdaq:CSCO - news) and IBM (NYSE:IBM - news) there. The Internet Infrastructure portfolio will consist of software and services companies that are powering Internet development, such as Exodus Communications (Nasdaq:EXDS - news) and Akamai Technologies (Nasdaq:AKAM - news) . To find the complete holdings of each basket, use FreeEDGAR to search for the filings. You will need to use the full-text search and the keyword "HOLDRs." Hopefully, Merrill will soon create a Web site for these products. If you buy these securities on the offering, you'll pay a 2% underwriting fee to Merrill. If you wait until they start trading, you will pay the going commission at your broker. The latter could be cheaper. Looks interesting, increase diversification (within same industry/sector) should decrease risk, shouldn't it?

To: lurqer who wrote (1389)	3/2/2000 6:33:00 AM
From: ghretta1	Respond to of 1817

Thanks and I did get in on this. I think the top 3 fighting for the spot are Arbia, Commerce One and Vert. The key will be they do not have the back end to complete the loop and need to bring in a 3rd party each time with the really big orders. That is the one to watch for and where the money will be made. While Checkfree may be there, I just don't see it and I think their lead in b2c will hurt more than help. We should get some clues in the next few weeks as the market is heating up and closing in. The battle has started!