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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 237.58-2.7%Nov 13 3:59 PM EST
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To: Danny who wrote (98112)3/31/2000 1:31:00 PM
From: Glenn D. Rudolph  Read Replies (1) of 164684
 
Ariba (ARBA; $187 1/2; D-2-1-9)
00E d$0.56; 01E d$0.31
? A competitor downgraded some of B2B infrastructure companies this morning. They
apparently feel that on these B2B exchanges some of the technology providers may not
share as directly in the transaction revenue portion of these exchanges as some might
have expected.
? Our thesis has been that the real driver for B2B will be providing the technology engines
for these B2B exchanges.
? We think the sell off in ARBA has taken a lot of the speculative bubble related to this
B2B exchange angle out of the stock. However, it does not change the financial
trajectory that we had forecasted for ARBA relating to the licensing of their core
exchange engines as well as revenue related to internal e-procurement.
? We think there is substantial upside in our revenue estimate for ARBA in the quarter. We
are at $28.6 million in revenue, which is about a 200% YoY growth rate on top line.
? Our top picks in the core exchange infrastructure provider arena remain Ariba and
Oracle (ORCL; $77 3/16; C-1-1-9). We would use the weakness to Buy into the stock for
the long term.
(C. Shilakes)
Bulletin
United States
31 March 2000
Investor Support Group Intra-Day Special Call
ARBA
Merrill Lynch & Co.
Global Securities Research & Economics Group
Global Fundamental Equity Research Department
RC#11209122
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