Allaire Message Board - Msg: 14359524

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Technology Stocks : Allaire

ALLR 1.210

-5.1%

Nov 13 3:59 PM EST

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To: Scott Brooks who wrote (179)	9/10/2000 10:38:44 PM
From: 10K a day	Read Replies (1) of 612

I guess the real question for me is.... Will this so called proprietary higher end web development continue to go higher end.... Or will supply and demand eventually catch up,,,,, as more and more developers start improving their skills.... I look at ARIBA (valuation) and just laugh. Those guys are totally fooling themselves....They are dreaming. That is a total hoot to think that Company should be valued at 40 billion right now. ( Way over 100 times sales)... UNBELIEVABLE. This is the razor blade. This is part of the tools that make the whole system click. I think these guys are right on the Mark. Time will tell if we are right or wrong about all of this. If i was choosing a long shot Gorilla I would place a bet here....

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