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To: John Carpenter who wrote (96)	7/18/1999 8:51:00 PM
From: Mr_Mojo_Risin	Respond to of 155

Although it's real expensive, Ariba is the leader in this field, and gets its recommendation tomorrow. mojo

To: John Carpenter who wrote (96)	7/18/1999 9:06:00 PM
From: Early Out	Respond to of 155

Business to business E-commerce is going to explode exponentially the next few years By the way, I agree with you - although I would not suggest betting solely on pure e-commerce plays myself, although DRIV is in my portfolio. Why not bet on the Internet infrastructure companies? Then it doesn't matter whether Amazon.com or BarnesandNoble.com wins - they all must use bigger bandwidth, faster servers, larger hard drives, etc.