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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: im a survivor who wrote (33288)	3/13/2001 4:49:12 PM
From: im a survivor	Respond to of 65232

B2B Spending To Reach $8.5 Trillion By 2005 By Mike Cleary, Interactive Week March 13, 2001 4:10 PM ET Business-to-business electronic commerce transactions will reach $8.5 trillion worldwide by 2005, according to Gartner Group, in its latest forecast.

To: im a survivor who wrote (33288)	3/13/2001 5:00:53 PM
From: Dalin	Respond to of 65232

and IF, the market comes back...what if itwo goes to $50, or $75 The market WILL come back. The only IF is.....will ITWO? I'll take 75 or 50.....that's a nice profit on the shares I got yesterday.....uh....and the ones last week, week before that.......should ....uh.....more then(maybe) make up for the ones I got LAST YEAR....ugh...... But, I do agree......50 -75 is very doable from here, with any kind of decent rallys in the market. :0) Ramblin EDIT: Oh yeah....another if.........WHEN? <g>

To: im a survivor who wrote (33288)	3/13/2001 11:17:05 PM
From: stockman_scott	Respond to of 65232

Sun comes on strong in server sales By Stephen Shankland Staff Writer, CNET News.com March 13, 2001, 5:00 p.m. PT <<When IDC collects sales data for the server market, there are tidbits of good news for all the major companies. But in 2000, Sun Microsystems came out with more tidbits than the rest. There are plenty of charitable interpretations of the data, included in a newly compiled report obtained by CNET News.com: IBM handily kept its position at the top of the heap. Compaq had strong sales of low-end servers. Hewlett-Packard nearly doubled high-end Unix server revenue. And Dell's low-end server revenue grew at 37 percent, far faster than the market overall. Sun, though, had victories in many different segments of the market. The Palo Alto, Calif., company's strong position in the Unix server market meant its total server revenue grew 42 percent, from $7.3 billion in 1999 to $10.3 billion in 2000. It passed both Compaq's $10 billion and HP's $9 billion to take second place after IBM, with $13.6 billion in revenue for the year. In other Sun victories: Its $4.3 billion in sales of low-end servers--those costing less than $100,000--lifted it over IBM and HP to second place after Compaq. And in high-end systems--costing $1 million or more--Sun increased revenue 84 percent to $2.1 billion, while market leader IBM declined 7 percent to $4.3 billion. Companies are fighting ever more aggressively to conquer the market for servers--machines costing anywhere from a thousand to several million dollars that handle jobs such as tracking General Motors' inventory or delivering Amazon.com's Web pages to browsers. The market grew 7 percent, from $56 billion to $60 billion, IDC said in its report. Even though the dot-com party is over, companies still are pushing ahead with plans to fold the Internet into their operations and increase computerization in general. And with the PC market essentially dormant, computer makers are looking to servers to revive flagging revenue. IDC's figures are somewhat different than a similar study by Dataquest. Both studies concur that IBM is tops, however, and that Sun has fought past HP and Compaq. HP, however, didn't fare so well. HP's lost its top rank in midrange servers to IBM, even factoring out the $221 million revenue Big Blue picked up from its acquisition of Sequent. HP's share of the $29 billion Unix server market stayed flat at 23 percent, while IBM grew from 17 percent to 19 percent and Sun grew from 28 percent to 35 percent. And where Compaq, Dell and IBM outpaced the 31 percent growth of the $13.9 billion Windows server market, HP grew only at 18 percent. Meanwhile, despite strong revenue growth, Dell remains in fifth place overall and even in its sweet spot, low-end servers. The IDC study also showed which server segments are most promising. The mainframe market, dominated by IBM, shrank 18 percent to $3.9 billion. The Unix market grew 14 percent to $29 billion, while the Windows market grew 31 percent to $13.9 billion. The Linux server market grew 132 percent to $1.7 billion. Compaq led this market with 31 percent market share, followed by Dell and IBM with 14 percent each, VA Linux Systems with 9 percent and HP with 7 percent. The U.S. server market overall grew 8 percent, slightly faster than the worldwide market's 7 percent rate, to $22.9 billion. Western Europe grew 3 percent to $15.5 billion. Japan grew faster, up 17 percent to $9 billion, while the rest of the Asia-Pacific region grew 19 percent to $5.2 billion, IDC said.>> yahoofin.cnet.com.

To: im a survivor who wrote (33288)	3/14/2001 7:30:29 AM
From: edamo	Respond to of 65232

keith..."icge like ge of the new millennium" whoever stated that must be sharing whatever they are smoking with you..... "doesn't matter if you own intc or icge...not if they are both gonna be $5" keep on toking.....let the smoke fill your brain.... the very same strategy that create havoc in your portfolio, appears to still be embraced.... you have lost sight of the connection between share price and the reality of the underlying fundamentals....to compare that which has no intrinsic value, with that which has global brand name recognition(ge, intc) and more tangible value then icge and all its investments combined is a bit foolhardy..... icge, cmgi, operates by raising private investment capital to fund initial ventures prior to bringing them public....these sources of funds are drying up and may not quickly return to create new non-profitable ventures, in hopes of a screaming profit not from operations, but from an ipo....the dynamic has changed... come back to the real world and grasp the basic business fundamentals......common sense dictates not to throw good money after bad.....but yet you believe one day you will see the label "icge inside" or "icge brings good things to life".... just kidding keith, as you are! good luck ed a.