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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (5954)	9/3/1999 9:50:00 PM
From: Teflon	Read Replies (1) \| Respond to of 54805

Actually, Frank, we haven't gotten nearly that far yet...still learning to crawl before we can walk :) Joel, if your interested in ARBA you might be interesting in checking out Commerce One (CMRC) as well. From YHOO profile: Commerce One is a provider of business-to-business electronic commerce solutions that link buyers and suppliers of goods and services into trading communities over the Internet. For the six months ended 6/30/99, total revenues totalled $6.3 million, up from $823 thousand. These two companies are usually mentioned in pairs. Teflon

To: Uncle Frank who wrote (5954)	9/3/1999 10:19:00 PM
From: Mike Buckley	Respond to of 54805

Frank. The bad news is that this [Ariba] isn't a Gorilla play. I'm not sure that's true. I don't follow the company closely, but I seem to remember some proprietary technology that makes their B2B solutions especially appealing. I could be wrong, but I'd like confirmation from someone who is following the space more than you and I. --Mike Buckley