Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gizmo&jack who wrote (102167)	5/2/2000 8:53:00 PM
From: BarbaraT	Respond to of 108040

G&J - I don't understand why WEBM tanked so much after hours. Earnings were much better than expected. I listened to the conference call and didn't hear anything to set off any alarms. However, you are a much better analyst -- did you hear anything to account for the sell off? Has to be the conference call, but I'll be darned if I can figure it out.

To: gizmo&jack who wrote (102167)	5/2/2000 10:46:00 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 108040

B2B is for real and the giants will be WEBM, VERT, ARBA, CMRC. I was thinking that ORCL flat fee setup offer may put a damper on these stocks. (I can't find the article where ORCL offered this to companies though) Some news since Mar 1. - GM/Ford/Daimler Chrysler announcement of a new B2B exchange for the auto industry. - ORCL had worked with Ford on an Exchange and CMRC with GM on one. - Sears (S) and Carrefour sign on Oracle to establish a B2B exchange for the retail industry. - Johnson & Johnson (JNJ), GE Medical Systems (GE), Baxter International (BAX), Abbott Laboratories (ABT), and Medtronic (MDT) initiate an B2B exchange. - Commerce One was the winner of the aerospace business exchange. Late March: Prudential downgrades Ariba (ARBA), Commerce One (CMRC) and i2 tech (ITWO) from STRONG BUY to ACCUMULATE. Cites fears of deterioration in ability to command transaction-based revenue sharing. Also cites General Motors (GM) deal being renegotiated. This issue of transaction based revenue sharing deteriorating is not discussed, but GM renegoation with CMRC bears watching for the sector. Is the newly formed joint venture keeping this revenue stream? Do the B2B vendors get a cut? The guess is that the old economy JVs are getting the transactional slice and that the B2B companies are only getting software licensing fees and maintenance/service fees going forward. (Note: borrowed some of this from briefing.com) I am long ORCL so I have some bias though I try to be objective. Jack