Amazon.com, Inc. (AMZN) Message Board

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

AMZN 222.31

-1.7%

12:50 PM EST

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To: Bill Harmond who wrote (137662)	1/23/2002 12:28:56 PM
From: GST	Read Replies (1) of 164684

"Ariba did not decline in a vacuum" ARBA has been going down so fast it is not funny. And it has little or nothing to do with Greenspan. There is nothing they do that cannot be easily and more effectively done by others. What they have to offer provides no defensible technology or company resources or customer base. What they have to offer is now a low-value-added commodity which is one part software to two parts consulting. This is a company that is not even worthwhile for their competitors to consider buying. ARBA is the kind of company that will engender this question in the future: Do you remember a couple of years back there used to be a company named ARBA? What ever happened to it?

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