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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread -- Ignore unavailable to you. Want to Upgrade?

To: Cymeed who wrote (451)	2/6/1999 10:08:00 AM
From: Cymeed	Read Replies (2) \| Respond to of 779

"The next big thing on the web is business to business." Think consumer Web buying is big? It pales in comparison with corporate America's spending. Businesses will spend $300 billion over the Internet next year, compared to just $30 billion by consumers. "It's a 10-to-one proposition,'' smartmoney.com Anybody know any other opportunities in this area other than the VERT IPO the author was promoting? Business-to-Business E-commerce can truly be big, because corporate buyers turn to care more about convenience, reliability, and less in cost. They have deep pockets too :o)

To: Cymeed who wrote (451)	2/6/1999 3:18:00 PM
From: Mark[ox5]	Respond to of 779

E-commerce.. that is a hard one.. I mean Wal-Mart could open a web site and kill most of the small mom and pop web site shops in one swift move. Maybe the better Ecommerce plays are the people who are going to win on the general uptrend in ecommerce, such as electronic billing (CKFR?), the web page designers (BVSN?), and even an old guard turned new internet giant such as Federal Express :) Voice transmission, I agree... along with video transmission.. I dont know where to start on this. There are so many tiny interphony companies... who knows which will win. Internet service.. have that covered... I especially favor any company dealing with cable or ISDL as that will be the hot spot for the next 2-5 year time span.. no more of this 14.4 or 28.8 crap (Disclaimer .. Im on 28.8 crap) LOL Re: QLGC.. I dont take any recommendation blindfolded, especially by a publication. Now cmon Jubak.. you should know that by now ;) I just thought it was an interesting remark, and a company I never heard about, and a technology I never heard of (fiber channel?) I posted a question on a different thread and will go read them after I finish reading the posts here! Mark