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

To: Lucky888 who wrote (217)	8/3/1999 7:33:00 PM
From: Lizzie Tudor	Respond to of 2110

I have seen arba mentioned in the same breath as JNPR a few times... amazing... JNPR is in a much better position than Ariba here, theres no comparison I don't think. The comm people really like JNPR, the broadband plays are doing what the nets did early this year... Ariba is only a software company on the brink of y2k! Anyway I think you might want to cover this month. Next year b-2-b ecommerce will do well and Ariba is the first of that breed which is good. Right now there isn't a clear understanding of business e-commerce and that needs to clear before these stocks take off. I read that Chemex is considered b-2-b ecommerce, well they are just a site that sells to businesses, no different from a consumer ecommerce play.