Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bill Harmond who wrote (9714)	11/21/2001 10:19:33 PM
From: Oeconomicus	Read Replies (1) \| Respond to of 57684

Actually, I was asking why you thought the market would warm back up to that sector in particular. Sure, there are viable models, but there are also lots of junk companies in the sector. BTW, here's a blurb you might find interesting. I'm trying to track down the whole article and will post a link if I get one. INTERNET DAILY EUROPE Net traffic to leap 10-fold in 2 years Top exchange says peak flow trebled in last 12 months By Madeleine Acey, FTMarketWatch Last Update: 9:38 AM ET Nov. 15, 2001 LONDON (FTMW) - Despite the collapse in dotcom stocks, the bread and butter of the Internet industry appears to be booming. For those involved in providing the Net's infrastructure, things are threatening to grow too fast. Europe's largest Internet traffic exchange, LINX, has announced it's planning for a ten-fold increase in traffic in the next 24 months.

To: Bill Harmond who wrote (9714)	11/23/2001 6:47:42 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

As someone who knows the junk b2b companies well (too well), I wonder if you see fmkt as a niche player or in the mainstream. If I were to buy into b2b I would do it in the following manner - 1. beas - web services infrastructure 2. webm - similar to beas, web infrastructure at the platform level 3. iwov - content infrastructure 4. an enterprise app company of your choice - sebl/itwo/sap etc. If a b2b strategy of any kind goes into a fortune 500 company right now, I can almost guarantee it would include each of the 4 products listed above. Beas and webm might be bundled in ariba or fmkt, for example and some customers skimp and buy a cheaper content solution than iwov but the general high-end buyer would go with these. Otoh, fmkt is nichey at the app level and competes with every other app player out there. Thats not to say you can't make money with fmkt but to ride the b2b sector in a general way you need to be at the platform level vs. app - thats where beas,iwov,webm are. Lizzie PS stirring things up on the amzn thread I see.... whenever you go over there its 100+ messages in an 8 hr period... theres no way to keep up... wacko-land over there