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Technology Stocks : Ariba Technologies (Nasdaq-ARBA)

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To: salva who wrote (798)	3/31/2000 1:27:00 PM
From: Dalin	Read Replies (1) of 2110

Here ya go salva. It is a bunch of BS, IMHO. Anyone of these concerns could have been the same 3 months ago(or more). Just plain manipulation! RESEARCH ALERT-Ariba, Commerce One, i2 are cut (Reuters, 03/31/2000 12:22) NEW YORK, March 31 (Reuters) - Prudential said on Friday it had cut its ratings on the business-to-business e-commerce companies Ariba Inc. (NASDAQ:ARBA), Commerce One Inc. (NASDAQ:CMRC) and i2 Technologies Inc. (NASDAQ:ITWO) to accumulate from strong buy. -- cut its 12-month price target on Commerce One to $200 from $250, cut its target on i2 to $150 from $200, maintained its target on Ariba of $250. -- cited concerns about a possible deterioration in the companies' ability to command transaction-based revenue sharing. -- said in a research note that it remains enthusiastic about the three companies and expects significant upside surprises in their March results. -- but said it expects a compression of the stock multiples that currently discount "almost limitless frictionless growth" amid the rapid maturation and increased competitiveness of the trade exchange market. -- said execution capabilities may emerge as an issue through 2000, noting that each trade exchange announced has included signing up an influential anchor tenant that will demand levels of service from their technology partners that assumes no other customers exist. -- said focus will increasingly become a key fundamental risk among these three vendors. Ariba shares were off 35 to 185; i2 fell 30-3/16 to 98-13/16; Commerce One down 34-13/16 to 138-1/2. Copyright 2000, Reuters News Service

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