Amazon.com, Inc. (AMZN) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 239.30

-1.0%

Jan 30 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Glenn D. Rudolph who wrote (115492)	1/17/2001 3:00:07 AM
From: Sarmad Y. Hermiz	Read Replies (2) of 164685

Glenn, Regarding Ariba and I2. I read in a Morgan Stanley research note that of 430 licences Ariba had issued, only 25 include I2 software. And all of them are Ariba initiated. Meaning that Ariba brought in I2, not the other way around. Also that even though I2 has a much more extensive package, typically only 60% to 70% is implemented. And that Ariba implementations (because they are less heavy-duty) take only six months to install and show results. So they are an easier investment to make. So perhaps the picture is not all bleak. And last but not least, we have Mark F, HJ, William, and most of the new economy thread on our side. Actually its that last part that scares me. I wish we had GST on our side. But you can't have everything. Good luck Sarmad (who, me worry ? Nah, I'm not smart enough!)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next