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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (175)	9/7/1999 9:57:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 1817

seems like neither company is anywhere near being even a young gorilla but both are solidly in e commerce, so would they be young godzillas? I forgot to explain that a godzilla is a hybrid of a gorilla and a king. It's a gorilla in the sense that it enjoys the network effect of increasing returns but it's also like a king with the diminishing returns associated with low switching cost, low barriers to entry, and the lack of proprietary architecture. --Mike Buckley

To: gdichaz who wrote (175)	9/7/1999 10:24:00 PM
From: Teflon	Respond to of 1817

Maybe I should rethink this career move, ehh Cha2? Teflon

To: gdichaz who wrote (175)	9/7/1999 10:27:00 PM
From: Percival 917	Respond to of 1817

Cha2, I don't think e commerce has a downside in this area, except that it is subject to UPS's delivery. I live outside of Atlanta and something shipped to me from the west coast regular rate takes 6 business days to get to me. I ordered mine and had it sent 2nd day. Yes it is a bit more expensive but still cheaper than B&N plus tax plus aggravation driving there and back in this terrible traffic. Both companies are quite young and Ariba especially has had a significant run up. I just answered Merlin with another post asking for opinions as to where these 2 companies are in the TLC. This would help in going forward on future evaluations. Joel