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Strategies & Market Trends : The New Economy and its Winners
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To: Lizzie Tudor who wrote (5328)2/11/2001 3:34:41 PM
From: megazoo  Read Replies (1) of 57684
 
Strange how people are ignoring MANU in the B2B list. My prediction (a bold one, indeed) is that MANU will overtake ARBA's market cap by end of '01. It is almost chilling to see ARBA's downfall, and the only reason why it is falling so fast is that this stock was overvalued so much, but also their acquisition of Agile still does not make them a supply chain vendor (pretty soon, supply chain mgmt will be referred to as B2B). Relatively speaking, CMRC is not falling that hard, and that could primarily be because they were wise enough to have an alliance with SAP last year.

JMO
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