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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Thomas Mercer-Hursh who wrote (44088)	7/5/2001 4:19:43 PM
From: JHP	Read Replies (1) \| Respond to of 54805

is that as far as you can look? in todays IBD pg a8 the whole page is didacated to B2B which they now want to call "C-Commerce". the jist of the stories is "people are able to take a chunk out of the cost struture fairly quickly with collabortive commence" said Alison Thompson ,a senior manager with Deloitte Consulting LP, a unit of Dolitte& Touche LLP. now see who is going with VIGN and who is intergrating VIGN products into their solutions... so when the gorillas all go into reverse do you short them? regards john