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Technology Stocks : Ariba Technologies (Nasdaq-ARBA)

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To: Mohan Marette who started this subject10/17/2000 5:56:08 PM
From: Director  Read Replies (1) of 2110
 
Ariba, Commerce One Getting Too Big for Their Britches?
By Joe Bousquin
Senior Writer
10/17/00 11:42 AM ET

Ariba (ARBA:Nasdaq) and Commerce One (CMRC:Nasdaq) may be the first names in B2B, but they're certainly not the last.

Even as the two big business-to-business companies crow about new customers, a raft of smaller, faster-moving companies is snatching business from them.

Signs of pressure from the bottom started cropping up a few weeks back, when the Global Health Care Exchange discarded Ariba, i2 Technologies (ITWO:Nasdaq) and IBM (IBM:NYSE) as the technology providers for its Internet marketplace, where companies will buy and sell supplies. Instead, it picked the smaller, more specialized CentriMed. Then LevelSeas.com, an online marketplace for the shipping business, chose rug rat Idapta over Ariba and Commerce One.

Since then, the competition has gotten even more intense.
For the whole story: Ariba, Commerce One Getting Too Big for Their Britches?
By Joe Bousquin
Senior Writer
10/17/00 11:42 AM ET

Ariba (ARBA:Nasdaq) and Commerce One (CMRC:Nasdaq) may be the first names in B2B, but they're certainly not the last.

Even as the two big business-to-business companies crow about new customers, a raft of smaller, faster-moving companies is snatching business from them.

Signs of pressure from the bottom started cropping up a few weeks back, when the Global Health Care Exchange discarded Ariba, i2 Technologies (ITWO:Nasdaq) and IBM (IBM:NYSE) as the technology providers for its Internet marketplace, where companies will buy and sell supplies. Instead, it picked the smaller, more specialized CentriMed. Then LevelSeas.com, an online marketplace for the shipping business, chose rug rat Idapta over Ariba and Commerce One.

Since then, the competition has gotten even more intense.

Ariba, Commerce One Getting Too Big for Their Britches?
By Joe Bousquin
Senior Writer
10/17/00 11:42 AM ET

Ariba (ARBA:Nasdaq) and Commerce One (CMRC:Nasdaq) may be the first names in B2B, but they're certainly not the last.

Even as the two big business-to-business companies crow about new customers, a raft of smaller, faster-moving companies is snatching business from them.

Signs of pressure from the bottom started cropping up a few weeks back, when the Global Health Care Exchange discarded Ariba, i2 Technologies (ITWO:Nasdaq) and IBM (IBM:NYSE) as the technology providers for its Internet marketplace, where companies will buy and sell supplies. Instead, it picked the smaller, more specialized CentriMed. Then LevelSeas.com, an online marketplace for the shipping business, chose rug rat Idapta over Ariba and Commerce One.

Since then, the competition has gotten even more intense.

For the whole story:

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