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 : e-Commerce the Next 100 Months...... -- Ignore unavailable to you. Want to Upgrade?

To: jjs_ynot who wrote (246)	3/24/1998 1:27:00 PM
From: TLindt	Read Replies (2) \| Respond to of 2882

Have you guys noticed that this portfolio is one tough SOB! techstocks.com

To: jjs_ynot who wrote (246)	3/24/1998 1:38:00 PM
From: TLindt	Respond to of 2882

>>>I think it would be useful to set some parameters for inclusion (e.g. 50% e-commerce and 25% internet related or something like that). I wonder if INTU would pass that threshold. INTU comes in as a commerce Zone with ties to Banking, Insurance, Brokerage, Government(taxes). AOL, Excite, Yahoo!, CNN....even though 5% of their revenues are coming form those sites at this point they have every reason to be expected to explode those numbers...with the US Government coming up with mandates on e-payments, payroll taxes, taxes, ect. Intuit will be a big part of this down the road as more and more of use are 'forced' to interact digitially with our government and eachother. They are in-process of carving out a niche in a one trillion dollar segment, financial services. A little different from XCIT & SEEK where their positions are Land Owners of the Web, INTU in process of building out the financial services district in each Web zone.