| To: dayglo who wrote (1640) | 9/23/2000 4:29:52 PM | | From: dayglo | | | | Rising Stars--(cont'd)
one of my other stocks, VRTA, also mentioned being on the same list. Since both VRTA and EXTR bounced more than others yesterday, it seems worth checking the other 'Rising Stars'. I see one caveat is that it's only for Silicon Valley area. |
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| To: dayglo who wrote (1641) | 9/23/2000 4:33:46 PM | | From: dayglo | | | | 'Rising Stars' -(cont'd)
yeap, me again. found the site with the Deloitte list --
perhaps it's useful to some of you.
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Winners of the 21 regional Fast 50 programs in the United States are automatically entered in the Deloitte & Touche Technology Fast 500 program, which ranks the nation's top 500 fastest growing technology companies. For more information on the Deloitte & Touche Fast 50 of Fast 500 programs, visit www.fast500.com . |
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| To: Glenn D. Rudolph who wrote (1644) | 9/24/2000 4:30:52 PM | | From: Lizzie Tudor | | | | I know this was directed to William but let me make a few comments...
Verticalnet was originally a content company (vertical portal) and not internet-enabled enterprise software like commerce one and ariba. So in that sense verticalnet originally had more of a yahoo model and Ariba/C1 more like Siebel. There are also major differentiations between Ariba and C1 but leave those off for a moment.
Verticalnet's vertical portals at first were pretty neat since at a minimum you could post your purchasing schedule online, this took minimal effort and is way more effective than phone orders and staffing with reps to answer pricing questions. But the next logical step would be entering an order via verticalnet, which as a portal they can't support - so in order to grow their product featurewise Vert was forced to address morphing into a C1 or Ariba software business (which they have done, last month they said they are going into b2b technology provider). The problem is Galli is not a technology leader and running a software company is nothing like running a portal company. So verticalnet will likely lose against c1 or ariba in technology and will likely lose the portal biz too since c1/arba can knock off the portals in no time flat.
Also there is quite a race developing for the number 3 spot in b2b. 2 strong tech players (private) are i2i.com and model N. Model N has a connected CEO who created the first java app server and sold to sun, then he sold a trading engine to ariba. They could become the "cadillac" of b2b's even though no one has heard of them now. Also you have logistics emerging as the focus for b2b where it used to be just shop for price (buy side vs. sell side b2b) - and there are a bunch of players there that could emerge as #3 - manugistics is back, and some of the b2bi players since the supplier side is mostly integration. ALL of these I have mentioned are stonger in software than verticalnet. |
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| To: Bill Harmond who wrote (1646) | 9/24/2000 5:06:26 PM | | From: Glenn D. Rudolph | | | | I would. How many B2B's are making new highs this soon? Ariba is.
I am not arguing the point. My concern is Ariba's current market cap. In either case, I will exit most of VERT. Maybe buy more AMSC come to mind or CPST and a little ARBA too. |
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| To: Bill Harmond who wrote (1645) | 9/24/2000 5:08:41 PM | | From: Glenn D. Rudolph | | | | Since there is a bit of time for discussion, VIGN has been really weak. Is that due to lock-up expiry? If I did receive an answer to this, I have forgotten. I could be getting old;-)
I am trying to get rid of my losers to free capital for winners. |
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