Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ariba Technologies (Nasdaq-ARBA) -- Ignore unavailable to you. Want to Upgrade?

To: crimson who wrote (30)	6/16/1999 7:23:00 PM
From: Elmer Flugum	Read Replies (2) \| Respond to of 2110

Wish I could accommodate you...just this AM called DLJ for the prospectus...so just now at the beginning of DD myself. Check back with me in a few weeks... Len

To: crimson who wrote (30)	6/18/1999 1:38:00 PM
From: ioioioi	Respond to of 2110

This is a great company and a good stock to own. Personal opinion. I have worked for them before, so take my input with a grain of salt. Here are the pluses: 1. Great management team. Excellent bench strength for only a 250 person company. Good execution, and focus. 2. Absolutely killer sales personnel. They sold the product before they built it - to both Cisco and AMD 3. Great VC funding - Benchmark has successes such as Scient, EBAY and Critical path. 4. They have managed positioning and marketing well. Good well rounded presence and market approach. 5. Best potential to be THE gorilla in the Buy Side E Commerce area. They are in a hot space and have customer, analyst and prospect mindshare. 6. Excellent current list of customers - VISA, GM, Cisco, others. 7. Willing to change - moved quickly from ERP kinda app to the transaction model with buyer.ariba.com and supplier.ariba.com business models. Good luck ioioioi