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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (37801)	6/7/2000 1:11:00 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 63513

I think that ORCL is already one of the horsemen. CPTH falls into that web hosting arena, I don't know if they well dominate. BRCM and BRCD are both great companies, but they are not going to be bellweathers of a sector like Cisco is to networking, MSFT is to desktop software, Intel is to semis. Rather they will provide pieces or components of the overall solution. There is the potential that one or the other of ARBA or CMRC will become the name synonymous with the B2B solution....this to me would make it a potential horseman rather than just another pretty stock.