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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (86593)	3/5/2000 9:24:00 PM
From: tracor	Respond to of 120523

OJ & Gemmers, With B2B expected to be hot topic at H&Q conference this week I wanted to point a stock which just may come into the limelite. I have shares and options on CLRS and think its a great play, however, VSRC formerly IBNL could be at the start of another run. Ive been in it in a big way since last Sept. at $4, now $50, off highs of $83. Last Oct I spoke to investor relations after the co returned from a conf/show in Pheonix and they were excited with the prospects and enthusiasm they recvd there. On a second or third call to IR after seeing no press releases, I heard that the co had gone into beta testing with 5 Fortune 500 cos and they didnt expect results until feb/mar. Then this, teaming up w/US West and USWest taking an equity stake. VSRC is an ASP/ open architecture inet approach to B2B. ARBA, CMRC,CLRS all have a hand full of customers but VSRC is geared to the B2B masses. I suspect that the USWest deal will put alot of business in their lap on a regional/national level. Then add in the Q aquisition of USWest and they gain international presense. I could be wrong but VSRC could end up being one of THE key B2B plays over time.This IMHO, im long, do your DD. Best of luck to all and thanks to all of you for your great picks. biz.yahoo.com RZ