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

AMZN 222.55

-1.6%

Dec 15 3:59 PM EST

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To: Bill Harmond who wrote (117568)	2/12/2001 4:27:10 PM
From: Lizzie Tudor	Read Replies (2) of 164684

Thanks for the update! Broadvision is in bed with BEA now, Yeah there is a trend towards ERP/business core functionality + appl server = new product. Its about time for this since the internet the IT landscape has too many disparate products. I think arba might be going in that direction with agile - say you were a new manufacturer you would just buy ariba for your mfg needs which would replace the old model of ERP AND appl server. The problem with broadvision doing this is that I don't think they have much core business there... mostly just an order-taking solution, no true order cycle with demand etc. So I like arba better than bvsn here. Veeco... I don't know them but I'll take a look, thanks. San seems like its good with ntap but isn't emlx also in that business (anyone?)

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