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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Robert Rose who wrote (2524)	10/29/2000 7:36:44 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

but in a bear market, after a bubble like no other, the bottom line is correcting toward historic norms. sheesh - thought I was on the amazon thread for a minute there! <gg> The issue might come down to what is a "historic norm". For b2b the business model du jour is now an outsourced (rented) supply chain management implementation ala what I2 was at Dell. So what is that worth, even in historic terms? Given that many industries face 40% inefficiencies can we just take that 40% mkt cap of every industry that implements this and directly apply it to Ariba's mkt cap? The problem with the historic norm argument is there is no historic norm for a company which removes 40% inefficiences from whole industries. I can't really speak to the softness in NT or Cisco stock here, since I don't know that industry... but as far as b2b goes there are unknown startup companies signing major deals every week - I know of one who got McDonalds recently, talk about a huge win! The business is so hot any company that spends time on the sales call gets the deal. My prediction is the b2b stocks continue to rise bubble or no. And since the business sector is supposed to generate 10x the traffic of the consumer side (just something I read, I don't know how to substantiate it) then the internet infrastructure plays have to rise too. Wireless, I don't know, that might be a technology looking for a market. The consumer side has burst completely but in the general scheme of things it doesn't matter... I'm sure some new consumer businesses will come around eventually - maybe the music side, but in the meantime b2b will pick up the slack.