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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (1355)	6/21/2000 7:39:00 AM
From: wlheatmoon	Read Replies (1) \| Respond to of 2850

yeah, i recall reading about that in the past couple of weeks. it's great for bill. i wonder if he's turned into a real BULL now. it's kind of tough to be straight and honest about some of the manic moves in this market and continue to have a job in this arena.

To: John Pitera who wrote (1355)	6/21/2000 1:49:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 2850

John: This weekend I had a chance to discuss the nursing home industry with my brother in law (ex owner of a chain of 6 homes). His feeling / comments are:  the nursing homes may have bottomed out from an operating perspective. Revenue should not see the drop caused 3 years ago with the reimbursement cuts from Medicare / medicaid.  Most of the chains that acquired homes with debt in recent past should still be avoided. The paid too much (I assume part of the reason he sold). Even the debt is risky unless the price is right. If you were to invest the way would be thru the debt or REIT's.  He?s not ready to reinvest back in. Still feels too much risk vs. return. He fears many of the chains have been cutting corners on service and are now open to lawsuits (he?s an attorney and writing a legal paper on this)  The REIT?s which own the property can be a good investment as long as the revenue stream is safe. Just some comments to add to our discussion from a few weeks ago. Tim

To: John Pitera who wrote (1355)	6/22/2000 11:00:00 AM
From: Original Mad Dog	Read Replies (1) \| Respond to of 2850

John, The CLRS train seems to be gathering steam, and their PR department is trying to fan the flames. I wonder how much currency they burned lighting cigars at that conference: biz.yahoo.com Thursday June 22, 9:00 am Eastern Time Company Press Release SOURCE: Clarus Corporation Executives Expect Quick ROI with e-Procurement Clarus eC Leadership Conference Survey Also Reveals Critical B2B Success Factors ATLANTA, June 22 /PRNewswire/ -- Clarus Corporation (Nasdaq: CLRS - news), a leading business-to-business (B2B) e-commerce solution provider, today announced that 59 percent of high-level executives expect to recover their e-procurement investment in less than one year. The survey was conducted at the recent Clarus eC Leadership Conference in Orlando and afforded an opportunity for the company to gain insight into the issues most relevant to today's CEOs, CFOs, CTOs and a wide array of IT and purchasing professionals. Besides a quick return, the anticipated rate of return is also aggressive, 66 percent of these executives expecting to earn over 150 percent return on their investment after 24 months. (Photo: newscom.com newscom.com ) The conference hosted over 600 executives and provided insight from domain experts and notables including Ross Perot and Lou Dobbs, as well as executives from Forrester Research, GartnerGroup, Microsoft and others. When asked to identify critical success factors, respondents identified the following as being essential or very important to their digital marketplaces: 79 percent identified open, interoperable solutions 62 percent cited no transaction fees ``Clarus continues to lead the market in delivering digital marketplace solutions with distinct deployment advantages,'' said Steve Jeffery, president, chairman and CEO of Clarus. ``Our no transaction fees, no revenue share business model provides net market makers flexibility and economic autonomy. The interoperable trading services available through ClarusNet(TM) deliver critical components such as payment settlement and content management necessary to effectively conduct business through the marketplace.'' Additional survey findings include the following challenges for deployment: 58 percent cited supplier readiness as a primary roadblock 48 percent cited IT resources as a limiting factor Executives at the conference also acknowledged the needs for trading services that enhance the deployment of digital marketplace applications. Supplier enablement, payment settlement, content management, and analytics for both sides of the marketplace were discussed throughout the conference. Content management (83 percent) and analytics (72 percent) were the two most requested services. ``ClarusNet, our new suite of trading services available for use with any B2B trading platform, addresses the most challenging issues of deploying e-commerce solutions,'' continued Jeffery. ``Based upon the conference feedback, buyers have become more educated about the services required for success. ClarusNet will improve their speed-to-market, delivering the promise of B2B along with the desired accelerated ROI.'' About Clarus Atlanta-based Clarus Corporation ( www.claruscorp.com ), a leader in business-to-business (B2B) e-commerce, provides B2B procurement software and trading services that exploit the global marketplace of the Internet to manage corporate purchasing and enable digital marketplaces. ClarusNet, a fully managed service portal, provides a comprehensive range of critical trading services such as payment settlement, supplier enablement, auctions, integration, and analytics. Designed to provide unprecedented interoperability, ClarusNet enhances the value and speeds delivery of any B2B trading platform including Clarus(TM) eProcurement and Clarus eMarket(TM). Clarus solutions are being deployed at customer sites including Burlington Northern Santa Fe Corp., Cinergy, Comcast Corporation, First Data Corporation, Gjensidige NOR, MasterCard International, MetLife, Parsons Brinckerhoff, Perot Systems and Wachovia. This press release contains forward-looking statements within the meaning of section 27a of the securities act of 1933 and section 21e of the exchange act. Actual results could differ materially from those projected in the forward-looking statements as a result of certain risks including that the benefits expected by the company as a result of this announcement may not occur. Throughout this release, software and hardware products are mentioned by name. In most, if not all, cases, these product names are claimed as trademarks by the companies that manufacture the products. It is not our intention to claim these names or trademarks as our own. SOURCE: Clarus Corporation