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Technology Stocks : Ariba Technologies (Nasdaq-ARBA)
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To: Spytrdr who wrote (1203)9/27/2000 5:29:27 PM
From: Lizzie Tudor   of 2110
 
where are the idiotic analysts who were so ENAMORED of ICGE???

last year the b2b must-haves were cmrc, arba, icge and vert. Extend the circle a little and add agile. This year icge and (imo vert) aren't really delivering so they fell off - whats so incomprehensible about that? When b2b turned into a manugistics-ish logistics play these content companies couldn't keep up - just business happens all the time, why dwell on it?
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