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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: Craig Lacy who wrote (6458)10/19/2000 10:12:29 PM
From: Logain Ablar  Respond to of 30051
 
Craig:

In the b2b space there will be winners and losers. Right now there is so much business the top tier are turning customers away. CMRC's 1000% yty and 80 sequential indicates they are accelerating in this space. The best plan would be to have a basket of these companies.

Right now the leaders are ITWO, ARBA & CMRC. Not sure of all the 2nd level (or if there are not more 1st level).

Thanks for DCTM.

Tim