e-Commerce Stocks - The Undiscovered GOLD

STOCKTALK

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Non-Tech
e-Commerce Stocks - The Undiscovered GOLD

An SI Board Since July 2000

Posts	SubjectMarks	Bans
105	11	0

Emcee: HerbVic	Type: Unmoderated

Introduction Compact

This thread is dedicated to e-Commerce. With triple digit growth expected by 2002, many of the stocks are still very cheap.

The art of investing in science involves both Art and Science. Technology is changing at a fast pace. Spurious rapid growth based on one innovation can turn to quicksand with the sudden introduction of another. Reason dictates the formation of a thread where discussion relevant to the whole sector is welcome.

Created on July 7, 2000, the stock prices in the portfolio are zeroed on today's closing.

Original Stock List:
Bluestone Software (BLSW) 1.20
InterWorld (INTW) 1.10
Cybersource (CYBS) 1.08
Selectica (SLTC) 1.07
Cysive (CYSV) 1.03
Fundtech (FNDT) 1.00
MessageMedia (MESG) 1.00
Proxicom (PXCM) 1.00
OnDisplay (ONDS) 1.00
Art Technology (ARTG) 0.98
Clarus (CLRS) 0.96
Bottomline (EPAY) 0.88
FirePond (FIRE) 0.80
Calico Commerce (CLIC) 0.80
Smith-Gardner (SGAI) 0.80
Persistence Software (PRSW) 0.60
CyberCash (CYCH) 0.53
ASD Systems (ASDS) 0.40

Added on 7/11/00: Preview Systems (PRVW)
Requested by: Adam Nash

Added on 7/12/00 - Requested by
Wave Systems (WAVX) - SlateColt
ALYS BLLS CKFR INTU IFMX - Return to Sender
WEBM ARBA CMRC EPNY - Lizzie Tudor
Ventro (VNTR) - LTK007

Reference Link to "e-Commerce Times" supplied by Lee
ecommercetimes.com

Added on 7/13/00: BEAS
Requested by: Lizzie Tudor

Added on 7/22/00: BVSN
Requested by: Return to Sender

Added on 7/26/00: VERT
Requested by: HerbVic

ORIGINAL e-COMMERCE PORTFOLIO
siliconinvestor.com
The Top 10 portfolio is the same stocks as is in the original, minus a few. It is merely a trimmed list in the interest of faster page loads. The portfolio cost is zeroed on the same date/amount as in the original portfolio. Cost on added stocks are zeroed on their added date.

-=-=-=-=-=-
What's hot and what's not? Who will dominate the net-scape? Where's the big money going? Where's the smart money going?

Begin the dialectic!

HerbVic

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
105	Any of these clunkers expected to rise from the ashes? I keep hearing good thin	HerbVic	-	8/16/2003
104	What a huge senseless waste. HerbVic	HerbVic	-	2/26/2003
103	SG Cowen "Expect strong upside ... " B2B Enablers, Marketplaces, A	HerbVic	-	1/5/2001
102	<b>Recession? What Recession? </b> A Fool's Eye View By Davi	HerbVic	-	1/5/2001
101	Not much going on, but I'm still here. HerbVic	HerbVic	-	1/4/2001
100	Is this page still going?	Cass	-	1/4/2001
99	Herb, Here is another interesting site with various measures of how the net and	Lee	-	9/2/2000
98	First Union Securities: text of analyst's July '00 report: KEY POINTS -	new_ca_employee	-	8/25/2000
97	OSTK, OneSource Technologies, undiscovered and beginning a rode show this week.	Moahiat	-	8/19/2000
96	<b>4 B2Bs Analysts Say Are Ready to Run</b> cnbc.com <i>Analy	HerbVic	-	8/17/2000
95	Is new to this thread. Already read it on CMRC thread. Good news though! HerbV	HerbVic	-	8/14/2000
94	Herb, Is this one new??? dailynews.yahoo.com Whaddaya think?	Original Mad Dog	-	8/13/2000
93	Repeat post; same as posted on CMRC: This is dated material. Dated April 4, to	HerbVic	-	8/13/2000
92	HerbVic, thanks for your response. On the issues you raised, good point about th	michaele23	-	8/8/2000
91	I can't advise on this one. I don't have any experience with stocks goin	HerbVic	-	8/7/2000
90	Lizzie or Herb Vic, FIRE is a stock I have been doing DD on and I am wondering w	michaele23	-	8/7/2000
89	You guys may be interested in CKSW, take a look. Have not bought in yet but am w	WalkAway	-	8/7/2000
88	Would type of information would you like? Haig mymarketingpro.com	instyle007	-	8/2/2000
87	I think IATV will end up being a big winner Art. Right now I'm suffering fro	Return to Sender	-	7/26/2000
86	This site will be sticky as all hell and the e commerce will be huge. Message 14	art slott	-	7/26/2000
85	<i>The products are also centered on IBM's WebSphere line of Internet	Lizzie Tudor	-	7/25/2000
84	IBM, Ariba unveil software package for suppliers By Melanie Austria Farmer	Return to Sender	-	7/25/2000
83	Cool Herb, I no longer do the otcbb scene either due to having so much money at	mark collins	-	7/24/2000
82	Are you welcome? Sure! We need all the brain power we can get! I need an alert	HerbVic	-	7/23/2000
81	Herb, YAHOO has a nice stock alert feature that I use. I set mine to a 20% upor	mark collins	-	7/23/2000

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