Amazon.com, Inc. (AMZN) Message Board

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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 233.23

+1.8%

Nov 28 12:59 PM EST

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To: Glenn D. Rudolph who wrote (109830)	10/7/2000 8:19:20 PM
From: Eric Wells	Read Replies (2) of 164684

I did not provide constructive discussion on ARBA fundamentals? Glenn - in all honesty, in my opinion no. In your one post, you mentioned nothing about the risks that company faces. Nor did you discuss competition, Ariba's customer base, their revenue model, how their revenue model might be threatened, etc. There was no forecast of the potential for the market... I could go on and on. Ariba may be a "Great" company. But I'm a little jaded. Amazon was once a great company. Priceline was once a great company. ICGE was once a great company. So was CMGI, VERT, VIGN, INSP, etc. - they've all got fantastic models. But their stocks are all treading water. I seriously have to run now - I'll pick up the discussion tomorrow. -Eric

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