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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 229.10

-1.4%

Dec 4 3:59 PM EST

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To: Glenn D. Rudolph who wrote (122985)	4/5/2001 4:22:37 PM
From: GST	of 164684

"Now look at Ariba's plight. The reason Ariba is struggling is its lack of a strong supply chain tie. Ariba was linked with i2 Technologies (Nasdaq: ITWO), but the supply chain vendor realized it was much easier to replicate what Ariba does than vice versa. Ariba is partnered with Synquest (Nasdaq: SYNQ), but details of that relationship remain sketchy. Now that Ariba's acquisition of Agile Software (Nasdaq: AGIL) has unraveled, the company could have more problems without a complete suite of products." ...... "Just look around. i2 Technologies' profit warning wasn't as bad as analysts feared, and Manugistics (Nasdaq: MANU) is confident about its outlook. Supply chain companies are replacing the former B2B stars in short order." zdii.com

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