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Technology Stocks : Ariba Technologies (Nasdaq-ARBA)

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To: Greg S. who wrote (1326)10/18/2000 8:32:05 PM
From: Lizzie Tudor   of 2110
 
And honestly B2B prospects are not looking as rosy as they did a year ago.

They are? I really disagree with this. Last year b2b was almost all buy-side, this year its sell-side where the true cost savings are. Ariba and c1 have stepped up to the plate in the fulfillment area, on that basis arba and c1 are twice the companies they were a year ago with 10 times the prospects. The issue now is delivery and execution (of the product), not demand I would say. Well, congratulations on your good trades with arba anyway.
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