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

To: TLindt who wrote (1759)	11/21/1998 11:29:00 AM
From: Mao II	Respond to of 2882

TLindt or anyone: I've followed the thread for some time, though I haven't posted. Now I have a question regarding SE and its future. I've been long the company for awhile, but I am increasingly wondering what the company's prospects are in the face of the internet juggernaut. Obviously management sees the future. But their model is almost completely focused off the net. Clearly acquisitions are in the company's future and I would think they would begin to build their internet capabilities by acquiring technology and expertise and customers associated with other companies. The question, I guess, is if people think this is a plausible and likely scenario and if so, what companies might they go after. Anyway, I really like this thread and I am fascinated with the whole sector -- whatever it is. Regards, M2