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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: unclewest who wrote (3544)	7/14/2000 9:58:57 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 22706

Unc, check out ssti. They'll report on Tuesday, and I'm hearing very good things about them. Could be another Altera situation. cuf

To: unclewest who wrote (3544)	7/14/2000 11:39:48 AM
From: Apollo	Read Replies (1) \| Respond to of 22706

UnC: Thanx for the information and your perspective on Commerce One, and its competitors. Much obliged. You may remember that in June of '99, I pointed out to the thread that e-commerce was going to be enormous, with revenues primarily in B2B, about 10X that of B2C. I said then that we (G&K Thread) have gotta find a way to exploit that tornado(es). As I looked into it, you may recall that I chose to invest in Web Hosting, ie EXODUS. That was quite profitable, and fun to follow from last June to this April. I think B2B is huge. I got out of EXDS because of increasing competition and decreasing sequential growth, although I continue to follow it, and continue to believe it is an excellent company with excellent management.....but nothing more than a royalty play. Please keep us advised. Very much appreciate your input. ca