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

To: BDR who wrote (29713)	8/9/2000 10:55:44 PM
From: BDR	Respond to of 54805

After resting my fingers for a bit, here is some more from the previously referenced article: So can investors be confident in the viability of their B2B supplier? Chasm Group managing director, Philip Lay, predicts that uncertainty will remain in the air at least partly because many people do not make the necessary distinction between the "mainly flaky B2C business propositions" and the "generally more serious B2B ones." But Lay argues that there are plenty of reasons to assume that B2B stocks will not emulate their B2C predecessors. " B2B companies, taking advantage of coming in to play second, have learned from the mistakes and successes of B2C businesses. This explains the meteoric rise of digital markets, which are set on emulating eBay's dynamic pricing model or Priceline's reverse version o fit for business buyers and suppliers." "The only reason that B2C preceded B2B was that it offered little innovative risk-or reward. Instead, most B2C offers have emphasized low cost rather than high value, leveraged by the economies resulting from not having to carry inventory or selling costs of the physical world. Low cost quickly loses its attraction as a unique value proposition, especially in most product markets where distribution efficiency is acceptable. Services, on the other hand, offer many opportunities via the Internet." Lay's prognosis is simple: in the short term, B2B suppliers may be vulnerable and volatile, but long term there is little room for concern. "Expect to go through a period of continued misinformation by much of the press as it attempts to exploit the bad taste experienced with disappointed B2C investors, to further any fears investors might have that Salon.com and Pets.com might be too similar to VerticalNet and Chemdex/Ventro to tell the difference." Lay concludes that the panning of digital market stocks in the past few weeks misses the point that these are disruptive innovation plays, promising huge future value, but which will take time to bear fruit."

To: BDR who wrote (29713)	8/10/2000 12:54:33 AM
From: Bruce Brown	Respond to of 54805

Moore believes that CommerceOne and Ariba are just enterprise application software vendors. Gosh darn it! Finally somebody agrees with me about this niche game going on in the space. Now, if the Fool had only allowed all of my questions to have reached Geoff about this specific niche on the Fool radio show.... Regardless, Geoff's response to my one question about the B2B space did have an obtuse response that did mention he saw promise in the application side. Thanks, Dale, for posting the snip and link. BB