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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: cm who wrote (91171)	4/1/2000 2:35:00 PM
From: Sosmartinov	Read Replies (1) \| Respond to of 120523

cm..<<need B2b>>> could be you are right, but the point of Fri, I think, was that the cache is off B2B and cache is what overvalued stks need to keep going. More mundanely, the whole bull market started when cos realized it was better to pay for hit and run labor than commit to a work force (that was say unionized)..and the translation has been to keep any cost you can at a fixed unit price. Therefore, if you can get B2B purchasing wi/o paying transaction fees (the gravy/EPS growth) of B2B cos then that's the way to go. Lastly, I agree about ITWO but it has a slippery history.