Ariba Technologies (Nasdaq-ARBA) Message Board

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Technology Stocks : Ariba Technologies (Nasdaq-ARBA)

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To: Dwight E. Karlsen who wrote (1876)	4/20/2001 2:38:07 PM
From: bob zagorin	of 2110

i bot some more ARBA today. here's analysis from Epoch Partners. We believe continued execution here demonstrates the strength of Ariba’s core business, its indirect procurement offering. Competitively, we believe the company will continue to experience strong win rates with its procurement and auction solutions against vendors like Oracle, People Soft and SAP/Commerce One, but will be irrelevant in the marketplace arena against the field of Commerce One, i2 and Autistics. We believe that Ariba is well poised to rebound by refocusing on its core procurement business and reducing expenses in line. To accomplish this, we believe the company may need to make additional cuts. We think the next quarter will be another difficult one, but are optimistic for the prospects from there. We believe corporations are taking a breather from the B2B hype and waiting for additional results from the existing investments. In our view, Ariba’s procurement solution offers a strong value proposition and market leading functionality and will do well in the marketplace when B2B spending rebounds.

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