Ariba Technologies (Nasdaq-ARBA) Message Board

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Technology Stocks : Ariba Technologies (Nasdaq-ARBA)

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To: Larry Unger who wrote (541)	11/19/1999 11:17:00 AM
From: Lizzie Tudor	Read Replies (2) of 2110

OK... I don't think I made my point. I see the outsourced transaction based revenue model as superior to and ERP or I2, because those products need to be installed in-house, and there is no revenue growth after that when the product gets used extensively (other than upgrades, etc which are time consuming again). Put it this way, if I2 was transaction-based like commerce one, and i2 went into Dell as they did, that one deal would have made the entire company. I2 is a great company but its been around a while and Sebl eclipsed it awhile ago, imo because its so complex to implement. Wish I had some from the low of 13 though! That was only a few months ago too.

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