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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 222.530.0%Dec 16 3:59 PM EST

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To: GST who wrote (124399)5/1/2001 8:02:10 PM
From: Sarmad Y. Hermiz  Read Replies (2) of 164684
 
GST, If you consider this topic too worthless, please say so. Are you following the prices of Ariba, I2 and Manu the past few days ? This may be a totally wrong interpretation, but it seems that the market is punishing I2 for breaking up with Ariba, and rewarding Ariba for finding a new partner (BEA). I've been buying Ariba as it is going up from 5. I really don't know what is propelling it. Certainly not analysts. They all downgraded.

Do you still consider Ariba irrelevant to scm, or does their new alliance change that ?
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