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

To: j.j. jingleheimerschmidt who wrote (497)11/12/1999 10:00:00 AM
From: Patsy Collins  Read Replies (1) | Respond to of 2110
 
Simply great for ARBA. But hindered by the confusion over ICGE (industry leader)'s earning report.

As I said in the CMDX thread, wait for a mild retreat before our next leg up, to QCOM price levels!



To: j.j. jingleheimerschmidt who wrote (497)11/12/1999 2:36:00 PM
From: Lizzie Tudor  Respond to of 2110
 
Sorry, I didn't listen to the call on this one. Did they mention anything about real-time bidding, sku management or anything along those lines that would imply ariba is breaking into anybody's manufacturing infrastructure?

This PR looks like they are mostly talking about operating resources again. If you talk to commerce one, "supply chain" is the most common word in their dictionary. You'd think ariba would have the same focus, but I wonder.


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