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Technology Stocks : Ariba Technologies (Nasdaq-ARBA)
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To: Tim Luke who wrote (1592)1/12/2001 10:53:20 AM
From: Arrow Hd.  Read Replies (2) of 2110
 
Added almost 10K shares to my portfolios this morning at 37 and change. Seems to be holding here. Hopefully all the self-flagellation runs its course at this price. Ariba is in the sweet spot of BtoB E@Commerce offerings which drive tremendous productivity in the old economy companies which often gets over looked. The only hickey was the receivables issue but the old economy companies pay better so I don't see how this warrants the downgrades. Classic sell on the news. JMHO of course.
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