Internet Guru Discussion Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Internet Guru Discussion

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: steve harmon - analyst who wrote (2410)	8/11/1999 3:26:00 PM
From: Lizzie Tudor	Read Replies (1) of 4337

I notice you mention ariba in your netstock update today (btw you misspelled it - its Ariba). So does this mean you will include the software area in your business coverage? I'm sure you know there is an overlap between software and net stocks when you get to the business side. Blodget is covering Ariba I know, but MSDW has it under Chuck Phillips. Fwiw I don't really like Ariba LT, I think its the son of ITWO, ok, but no Siebel. Its just too hard to build a business on top of somebody else's software which is what Ariba does, it runs on top of Sap/Oracle, etc. Any opinions on ICGE? Thanks

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next