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

AMZN 228.44

+0.5%

Dec 22 3:59 PM EST

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To: H James Morris who wrote (125017)	5/14/2001 11:03:21 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 164684

>> Deutsche Banc Alex. Brown analyst Jim Moore Friday urged investors to remain cautious on Ariba, citing research that indicates the e-procurement sector as a whole will cease to exist by 2004, with survivors merging into larger enterprise software companies like Oracle (ORCL:Nasdaq - news). << It seems to me that procurement software (including supply chain) doesn't belong with a high price database. Just because you can't force all your suppliers (overseas ?) to all go with Oracle. But anyway, it looks like tough times ahead!

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