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To: Wizard who wrote (243)9/7/2000 11:48:47 AM
From: Trader Dave  Read Replies (2) | Respond to of 499
 
Is Bowman smart?

I've seen plenty of evidence to the contrary....I was able to buy a nice chunk of merq in april of 1999 as he dumped it for no rational reason.

Our evidence on the b2b side of the equation points to ITWO as being the stealth powerhouse in the area, even more so than the other players. The complexity and elegance of ITWO's solutions is not yet fully understood.

TD



To: Wizard who wrote (243)9/7/2000 12:02:32 PM
From: Michael Young  Read Replies (1) | Respond to of 499
 
Keep an eye on PSFT. Not really a B2B play yet, but the 8.0 release is getting some very strong buzz.

MIKE