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

To: TLindt who wrote (1639)	11/5/1998 6:53:00 AM
From: AugustWest	Respond to of 2882

and the survey says.... E-commerce will mean $43 billion in Net services spending, study predicts November 5, 1998 -------------------------------------------------------------------------------- ZDNet News via NewsEdge Corporation : The worldwide market for Internet-related services is expected to mushroom from $4.5 billion in 1997 to $43.6 billion by 2002 -- a boom fueled largely by the rush to deploy e-commerce Web sites, according to a study by International Data Corp. released Wednesday. As companies move from using the Internet primarily as a publishing medium to relying on it for commerce transactions, "They are finding themselves strapped for the necessary resources," said Meredith McCarty, senior analyst for Internet services at IDC and one of the report's authors. This is likely to translate into a business bonanza for Internet strategy consultants, applications developers, networking and data security experts, support service providers, and outsourcing companies, according to the Worldwide Internet and E-commerce Services Market and Trends Forecast report. $22 billion in U.S. alone The U.S. represents the largest part of this market opportunity, with spending on Internet-related services in 1997 at $2.9 billion. By 2002, the U.S. market alone is likely to grow to $22.1 billion -- a 50 percent growth rate over five years, according to McCarty. The bulk of this spending is expected to come in application development and access services, which could represent 37 percent of total spending in the U.S. on Internet-related services by 2002, she said. As corporations upgrade their networks and bolster security, network and systems migration services will grow to become the second largest segment of U.S. spending on Internet-related services, at an estimated 26 percent of the total by 2002, according to the report. Outsourcing will rise U.S. companies have also dramatically increased spending on outsourcing their entire Internet operations, from Web site and intranet development to implementation and management. Spending on outsourcing of Internet operations in the U.S. jumped from $350 million to $613 million between 1997 and 1998, and by 2002 the U.S. outsourcing market could be worth $3.6 billion, the report states. Another likely outcome of the market boom is that Internet service providers and telecommunications companies will offer more customized services to corporations, such as e-commerce site management packages, McCarty said. <<ZDNet News -- 11-04-98>> [Copyright 1998, Ziff Wire]

To: TLindt who wrote (1639)	11/5/1998 8:00:00 AM
From: Robert Rose	Read Replies (1) \| Respond to of 2882

I notice that your datek portfolio does not include any amzn. What's the rationale for this? While amzn's current earnings (or lack thereof) situation precudes it from "blue chip" internet stock status in my mind, I would expect it to be a core holding in any e-commerce portfolio, nonetheless. Thoughts?

To: TLindt who wrote (1639)	11/5/1998 8:08:00 AM
From: Robert Rose	Respond to of 2882

One last question, TLindt. Are we trying to time the market at all, or are we just attempting to make good bets on a fundamental basis? If the latter, doing all this buying now is fine, but if also the former, I think we're at a short-term market top and waiting would therefore be prudent....