SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: IQBAL LATIF who wrote (32666)8/31/2000 3:03:13 PM
From: Logain Ablar  Read Replies (3) | Respond to of 50167
 
Hi Ike:

Here are some other comments regarding the b2b companies.

thestreet.com

thestreet.com

It looks like some good money flow coming into the market this week.

On a separate note. I don't believe it is too late to ride the oil & gas situation. It seems we are in the 3rd inning of a 9 inning game. Natural Gas supplies are tight going into the fall and if we have a cold winter the cost will skyrocket.

Silver & Gold. I think from some of the stocks recent actions this area warrants a look. I'm reading speculation that there may actually be tight supplies of these two metals. No clue but its worth research.



To: IQBAL LATIF who wrote (32666)8/31/2000 4:19:59 PM
From: Peace  Read Replies (2) | Respond to of 50167
 
Hi Iqbal,

ARBA is a good pick in the B2B. It is also richly valued as it is the leader. CMRC, BVSN, FMKT, PPRO & CLRS are relatively cheap and deserve a look. If the B2B sector has a good run these will outperform Ariba. My pick is CLRS which is the riskiest of them all. While we are talking of net stocks CMGI is a must have here (in at 40).

Peace


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News