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

To: Bruce Brown who wrote (578)	11/9/1999 3:14:00 AM
From: Bruce Brown	Respond to of 1817

I snagged the kids computer to continue my thoughts on the Ariba/Siebel alliance. I suggest a visit to ariba.com Siebel Systems Forms Alliance with Ariba "Business buyers and their suppliers need to electronically integrate their business processes to remain competitive in the Internet age...This is a highly scalable, efficient model to accelerate business-to-business eCommerce integration." -Tim Minahan Director of e-Business Research Aberdeen Group Here we've got two companies firing on all cylinders. They both beat earnings expectations. They both have excellent management. What's very impressive is to take a gander at the buyer and supplier network of Ariba. All systems are go for this alliance to benefit both companies. I know that you are questioning Siebel's share price appreciation, but believe me - this is a natural unleashing of investor's vision grasping what is ahead for this segment the next three years of staggering growth. I would expect that the Siebel/Ariba alliance is only one important step in a series of steps to position themselves for the future. BB