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Technology Stocks : Ariba Technologies (Nasdaq-ARBA)
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To: PoetTrader who wrote (709)1/30/2000 1:37:00 PM
From: Lizzie Tudor  Read Replies (2) of 2110
 
Poet, yes thats what I think... cmrc vs. arba are a pretty even match - then Oracle in the background - they are not as advanced but they already own everybody's data. I'm waiting to see what sap does here, they also own a lot of data but since the erp crash they haven't recovered as fast as Oracle (also Oracle's nca architecture was right-on for the internet).

As far as industry specific - I'd wait and see. This includes vert - I know some people like vert but I don't really... I just think they were one of only a few companies available in the mkts and therefore were declared a winner. Msft invested - I'm not sure thats too significant.

But back on the verticals, there are some new models emerging - the "no inventory" model where some online retailer takes inventory from the stores in his network and offers them to customers... and never takes inventory - just a cut of the transaction. This is superior to what chemdex does - as far as I know they hold inventory and thats a no-no especially with these amazon layoffs (Chemdex does hold inventory, don't they - somebody please correct me if I'm wrong)... later this year you can buy these "no inventory" companies... why not just wait for those or stay with the mainstream leaders cmrc and arba which we know are infrastructure providers.
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