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Technology Stocks : VerticalNet, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Warner who wrote (4)	2/11/1999 1:10:00 PM
From: gtc123	Read Replies (1) \| Respond to of 127

VerticalNet is the first b2b company to come out. I guess Healtheon is second. There are some private competitors in some of their verticals, but no one is public. Plus, they are in 33 verticals, and I would guess that in 90% of the verticals, there are no legitimate competitors. Their strategy of being the branded site in lots of different distinctive verticals positions them to lead e-commerce efforts in those verticals in the near future. Very interesting strategy. Competition is relatively low. They will be looked at as the benchmark for b2b e-commerce companies coming out down the road.

To: Bruce Warner who wrote (4)	2/12/1999 10:37:00 AM
From: JOHN FIGLIOLINI	Read Replies (1) \| Respond to of 127

Dynamix Web is a competitor and publicly trades (OTC BB: DWEB)

To: Bruce Warner who wrote (4)	2/22/1999 5:04:00 PM
From: Obiwan Kenobee	Read Replies (1) \| Respond to of 127

These guys aren't public but they are already running online auctions and have been for a year and a half. freemarkets.com This regarding their customers from an old Information Week Article : techweb.com "FreeMarkets' blue-chip customer roster includes manufacturing leaders such as Caterpillar, General Motors, Procter & Gamble, United Technologies,Westinghouse, and Whirlpool." This from Forbes on their founders : forbes.com They seem to be a bit ahead of VERT. Obiwan Kenobee May the force be with us...