SI
SI
discoversearch

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 : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Victor Lazlo who wrote (75862)8/30/1999 11:34:00 PM
From: Lizzie Tudor  Respond to of 164684
 
I don't think high end software and retail have enough in common to lump them into one space, is the point. Ariba is the most highly valued b2b company by far so you kindof have to include it in the definition. Ariba has a different analyst at Merrill for example than ICGE/Vert. If they were the same animal they would have the same analyst, no?

So if you say they should be separated then one set is out and one would be in.



To: Victor Lazlo who wrote (75862)8/31/1999 12:02:00 AM
From: KeepItSimple  Read Replies (1) | Respond to of 164684
 
>I don't see the difference, or the point in trying to make the difference.

There is no difference. But if a wall street analyst can convince you there is a difference, it opens a "category" of new worthless b2b IPOs to push out the door.

And that's all.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News