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To: GST who wrote (109351)10/2/2000 3:49:16 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 164684
 
I'm just saying b2b is taking all the old ERP functionality. So add up all the ERP valuations at their peak (hard to do, since ORCL is #1 and you can't figure out how much they would be worth without the db biz).. Sap at 50 billion, PSFT 10 billion etc etc and b2b has the potential to get at least to that valuation. Thats conservative - no new economy metrics.