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Strategies & Market Trends : The Good-The Bad and The Ugly -- Ignore unavailable to you. Want to Upgrade?

To: luther yow who wrote (1643)	9/5/2000 3:28:23 PM
From: Neil H	Read Replies (1) \| Respond to of 8686

Mark Sellers is pounding the table with you Tuesday September 5, 2:40 pm Eastern Time Morningstar.com E-Business Consultants' Shares Look Like Bargains By Mark A. Sellers The stocks of several e-business consultants are looking too cheap to pass up right now, including iXL (Nasdaq: IIXL - news), Viant (Nasdaq: VIAN - news), Scient (Nasdaq: SCNT - news), and Razorfish (Nasdaq: RAZF - news). Although these companies are only suitable for those investors with a high tolerance for risk, their shares should bounce off their lows in the short-term. Several of these firms recently warned that their revenues will be hurt for the remainder of the year as pure-play Internet companies drastically scale back expenses on administrative functions and Web- site development. Investors are also concerned about the profliferation of consulting companies offering substantially similar services. Despite these worries, the market appears to be overreacting. With a wave of industry consolidation inevitable, smaller consulting firms may be attractive acquisition targets, and this could prop up their stock prices in the future despite a weaker business environment. For long-term investors, attractive investments include Sapient (Nasdaq: SAPE - news) and Diamond Technology Partners (Nasdaq: DTPI - news). These stocks probably won't produce the same short-term pop as others, because they haven't fallen as far from their highs. There is less risk in these companies, though, because they're already adept at servicing Fortune 1000 clients and don't have to change their business focus to compete in a non-dotcom world. Neil