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

To: Pink Minion who wrote (8076)	11/22/2000 10:28:26 AM
From: Bosco	Read Replies (1) \| Respond to of 30051

Hi ex & Tim - I know Priceline was doing that. Maybe Verticalnet or Ventro also, but ARBA and CMRC are fairly clean, I think. On a separate note, out of CHIR, MEDI and QLTI with only slight gain, but I ve reduced my margin by 15%, still too leveraged, but better, in light mkt tone is likely to be under pressure until next week! best, Bosco

To: Pink Minion who wrote (8076)	11/22/2000 12:14:11 PM
From: Logain Ablar	Respond to of 30051

Ex: I agree PPRO is one to avoid. ARBA, CMRC, FMKT are the ones in this space (this ignores some others like ITWO, TBIX, BVSN that are also solid companies). I think the real risk from their business perspective is if companies invest and then scrap the effort so there is no transaction revenue. This is why I spent some time researching this. Companies are willing to pay the transaction fees since it cuts out a much larger cost (or at least two that I've had direct contact with). Time will tell how this pans out. Tim