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Technology Stocks : Ariba Technologies (Nasdaq-ARBA)

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To: KevinMark who wrote (1661)1/15/2001 4:58:56 PM
From: FR1   of 2110
 
I think everyone is waiting to see the other two leaders CMRC and ITWO which report wed and thirs. Then the fund managers will decide who gets how much money.

Arguments in favor of the B2B sector is that nobody believes it is not going to grow. It is only a question of how much.

Can somebody give me a laundry list of why ARBA is better than CMRC and ITWO? I know that they have more debt but what are the other reasons?
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