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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 228.38+0.4%3:59 PM EST
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To: GST who wrote (117389)2/10/2001 11:34:17 PM
From: Glenn D. Rudolph  Read Replies (1) of 164684
 
Your preference for ARBA is hard to understand. "I understand their business very well and I will take ARBA over I2 any day." Why would you prefer a poorly positioned firm scrambling to move from the low rent district over the "leader"? Is it a valuation issue? Are you approaching ARBA as a turnaround play?


Not a value play at all. I believe they are well positioned due to the size of their current network. I2 has a smaller network by far and I admit to them having created better SCM software. I do believe Ariba will do far better than I2 when or if Ariba obtains or creates decent SCM. The size of the network is more important to me than the current state of the software itself. I believe Ariba markets their products better.

Another way to play this would be to own a little of both and that is not a bad idea. I am not debating you or disagreeing that I2 is better positioned in SCM nor am I of the belief SCM is not that important. It is very important. It would not hurt if I researched I2 further to see how much their network has grown. The last time I looked they were way behind Ariba in that area.

This concept is similar to content management when comapring let's say VIGN to ATG. I would go with ATG over VIGN due to their integrate java.

Glenn
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