Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Percival 917 who wrote (5953)	9/3/1999 9:43:00 PM
From: Uncle Frank	Read Replies (3) of 54805

I didn't know anything about arba, so I looked up their Yahoo profile: Ariba, Inc. is a provider of intranet and Internet based business to business electronic commerce solutions for operating resources. For the nine months ended 6/30/99, revenues totalled $28.2 million, up from $3.7 million. Net loss totalled $19.4 million, up from $8.3 million. The action on this recent (June) ipo has been amazing; they haven't earned a cent, and their market cap is already over $6B! The bad news is that this isn't a Gorilla play; the good news is that it's a classic Godzilla play. Teflon's e.com thread is dealing with those types of stocks, Joel. It's probably already been discussed over there. Frank

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