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

To: cm who wrote (1108)	6/7/1998 3:00:00 PM
From: jjs_ynot	Read Replies (1) \| Respond to of 2882

I know I just wanted to emphasize the point.

To: cm who wrote (1108)	6/7/1998 5:45:00 PM
From: jjs_ynot	Respond to of 2882

Thread is well up on the hot list. That is usually an indication that the portfolio is going to tank; however, it already has so I can't imagine it will much more.

To: cm who wrote (1108)	6/8/1998 6:37:00 PM
From: cm	Read Replies (1) \| Respond to of 2882

Pretty Typical Day... XCIT up $3 and 1/2. SEEK up just 1/2. This reminds me of the old pattern... except... XCIT would go up $3 and 1/2 and SEEK wouldn't go up at all. Proof there is progress in the universe. Incidentally, a question of definition. Would a company that is offering web-enabled supply chain management software--allowing for purchases and management of inventory, etc--QUALIFY as a e-commerce company? If so, that opens up a whole area of VERY INTERESTING companies like Manugistics and Peoplesoft and i2 Technologies... (BTW, supply chain management is A VERY, VERY FASCINATING subject... a quiet revolution that's undergirded some of DELL's build-to-order success...) Best Regards, c m