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

To: Lizzie Tudor who wrote (47320)	7/31/2000 2:52:43 PM
From: Original Mad Dog	Respond to of 63513

SI seems dead today. Summer has been slow, maybe that's all it is ..... GNET is down from where it was when its merger was announced, though .... Agree with you and JXM that the B2B space (or much of it anyway) has been undervalued. IMO both the B2B space and SI will revive in the winter months. A little-noticed nugget from the WCOM earnings announcement was that its revenues from AOL were below expectations because AOL traffic declined last quarter .... due to seasonality.