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Technology Stocks : Ariba Technologies (Nasdaq-ARBA)

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To: 10K a day who wrote (1264)10/3/2000 7:07:26 PM
From: Rob S.  Read Replies (1) of 2110
 
I don't think so. The Internet is inherently international. The BTB software and service industry is inherently leveraged around standards that are quickly developing to replace such things as Arba's proprietary repositories and conversion engines. The BTB stocks are great, but oh so overpriced. In a few years the competition will be fierce, service will be prolific and standardized around ebXML and a few other standards and prices to get things done will be much cheaper than they are today. Not long from now you won't need to know as much to interface diverse legacy systems as the interfaces will be worked out and almost free.

Darn, I thought these BTBs had a big move ahead of them before they would drop. I missed the short ride again.
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