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To: thebeaver1 who wrote (17221)4/26/1999 2:13:00 PM
From: Warren A. Wilbur, Jr.  Read Replies (1) | Respond to of 40688
 
Why do you have to have his opinion ? It is known that VERT doesn't
have much revenue, only 3 Mill if I recall, yet their stock hit a nigh
of 143...PNLK revenues from subscriptions ALONE, will be 4 times as much !!! And than we have NetCast...banners...commissions...and now
WorldWide auction in the works <G>.



To: thebeaver1 who wrote (17221)4/26/1999 2:13:00 PM
From: Patrese  Read Replies (2) | Respond to of 40688
 
Greetings Beaver1,

Here is the excerpts from Steve Harmon's column.

Patricia

Simply Business

"Steve, VerticalNet (NASDAQ:VERT) has become the darling of so-called business-to-business
Web firms, any thoughts on who wins here?"

Reply: Any large Web site has the potential to become a player in B-2-B. But I think smaller
vertical-niche players stand a better chance. The Web is about focus, dedication, providing a
relevant experience in a world that battles second by second for your eyeballs.

Regarding VerticalNet I am fascinated by its straight-forward Web sites yet I want to see more
traffic, revenue and user growth before I believe this company is worth more than $2 billion
market cap. Its revenue in 1998 was $3 million.

To me one of the areas of B-2-B that looks attractive are the enablers, those that let businesses
get on the Web and run commerce. That's everything from IBM (NYSE:IBM) to Broadvision
(NASDAQ:BVSN).