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...effect, we create virtual corporations," says Ken Ross, president and CEO of Extricity Software, which has raised $25 million in funding from companies, including Intel and SAP, since it was founded in 1996. "We enable large corporations to work closely together by linking their different business processes--their enterprise applications and their systems--so they can deliver product by the quickest means." Adaptec, a $1 billion global semiconductor company based in Milpitas, Calif., which uses Extricity technology to connect with its business partners worldwide, offers a textbook example--literally. The company's B2B strategy is a case study at Stanford...
Cramer runs a hedge fund and writes for theStreet.com He is long Cisco, Microsoft and Intel. This column should not be construed as advice to buy or sell stocks
...business in the early '80s, everybody wanted to find the next Merck, which was a fabulous stock for so many years. Later, people wanted to find the next Microsoft. Then we searched for the next Amgen, and for the past few years we've wanted to find the next Intel. Recently we wanted to find the next WorldCom and the next America Online...
Most important, though, the reason you shouldn't hunt for the son is because the parents are doing just fine, thank you. That's why Cisco and other deities WorldCom, Microsoft, America Online and Intel remain core holdings of Cramer Berkowitz. Sure, a Cisco Junior would be a nifty trade. But when you are investing, you stick with winners. I don't need to go hunting for the next great networker. I already own the greatest...
...Basically, the BeOS is an operating system designed for working with media: audio, video and images. It boots quickly, doesn't crash, runs applications rapidly, and is good at handling very large file sizes. In 1998, Intel invested in Be, Inc., to the tune of about $10 million. Why would a company that's traditionally been seen as Microsoft's Siamese twin pour that much money into a Microsoft competitor? To hedge its bets. MORE...