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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 222.69+0.1%Nov 19 3:59 PM EST
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To: Sarmad Y. Hermiz who wrote (114971)1/10/2001 11:37:56 PM
From: Glenn D. Rudolph  Read Replies (2) of 164684
 
Thanks, Glenn. If there is anyone here who understands cash flow, I think you'd qualify. My only negative with Ariba is that William likes it. But maybe this one time it will work out

Sarmad,

That is a funny comment because William and often do not agree on fundamentals. The most glaring is Amazon. William still likes Amazon. William was the one that first brought Ariba to my attention. He stated that Ariba was cash flow positive. I am not picking on William but stated that about Amazon at one time too so I did a lot of DD to be sure Ariba was cash flow positive. As I have said to Morris, William has more risk tolerance than I. I was cocnerned we both agreed on Ariba in the sense at that time, Ariba was losing money even though they were generating cash. That can be done but not for a long period of time. I am not sure William and I are bullish on Ariba for the same reasons for that matter. An example of how he and I perceive firms differently, is William believes Amazon is a technology company and I consider them a retailer.

Any, I am comfortable with Ariba. I would also be comfortable with ITWO. I just did not have enough free cash to buy both and I suspect as one does well so will the other. We can eliminate VERT, etc. in that sector. I know GST like ITWO's supply chain management. They have a "lead" there but some of their other modules are behind those of Ariba. I suspect Ariba will improve their supply chain management and ITWO will improve other management issues in their other modules over time. This is a real market with money to be made but it is not unlimited, etc. <G>
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