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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (27807)7/13/2000 12:11:54 PM
From: 100cfm  Read Replies (1) of 54805
 
Mike

Ariba's growth is very tornado like, in fact 100% sequential growth qtr to qtr is category 5. BUT

1. They are still losing money.
2. They lost more money on more sales. I have a problem with that since it's very Amazonish.
3. Switching cost are probably high but barriers to entry are not. This is a crowded field. But they most likely will be the King. Which might mean there will be a nice price appreaciation, especially enticing for our short term oriented options mates.

100
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