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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: H James Morris who wrote (132428)	10/3/2001 8:23:20 AM
From: GST	Read Replies (1) \| Respond to of 164684

Define B2B. The question here may be less to do with sectors and more to do with players. Forget MSFT -- I know they were the play of their time, but think productivity. Think global optimization. Think erp, scm, crm etc. (applications not stock symbols which I know you knwow, but for others). Ask who will be the big winners here. Think scale. Think support. Think sales. Think applications engineering. The smaller companies will be hard pressed to keep up with these support service areas and will be dwarfed by the larger companies. The small fry are mainly only takeover bait -- and it is not clear that you need to grow by buying them in this economy, so they might simply get passed by.