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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: foundation who wrote (27833)	7/13/2000 1:09:24 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Benjamin, I'm going to go easy on you this time around. <ggg> I'm sitting here in Walnut Creek, CA studying the business model of CommerceOne up close. Very close. As a gorilla gamer, it is simply too early in this game to be calling a gorilla when everyone is still trying to figure out if the chasm has been crossed yet - including Moore himself. I'm sure you will have to agree with me on that premise. I think that you need to study the B2B space a little more in depth as Ariba/CommerceOne are only two companies in one niche sector of the entire B2B segment. The space is and will continue to be larger than the entire enterprise solutions space of the client/server architecture. To say that CommerceOne is the only trading platform that has the chance of becoming 'the platform' is borderline misinformation. That disclaimer needs to be made. We are really still in the 'basket strategy' leg of the technology adoption life cycle and the chance to play it out in real time using real money is there for the taking. There have been some excellent B2B reports assembled which you can buy at the Fool, Multex, brokerage houses and as well - plenty of articles are devoted to it in dead tree and online issues of Red Herring as well as other sources. Now, I'm off to Monterey and Santa Cruz after a stop at one of the technology firms I have discussed on this board who has agreed to meet with me, give me a tour and answer some questions. It should be a fun day. BB