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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 (728)	11/17/1999 9:46:00 AM
From: Bruce Brown	Read Replies (3) \| Respond to of 1817

Mike, Ariba does look like some Gorilla Game attributes are in place from one vantage point, yet another seems to point elsewhere: "Ariba revenues include software, consulting (lots from what I've heard) and transaction fees." boards.fool.com Then one post later, I read this: "I'm sitting in an Ariba Class typing this...On the subject of transaction fees, C1 charges transactions fee to the buyers who use the C1 MarketSite. Ariba does not charge transaction fee for use of the AribaNetwork." I will keep digging. BB

To: Bruce Brown who wrote (728)	11/17/1999 11:39:00 PM
From: Mike Buckley	Respond to of 1817

Oracle being touted again today. This Gorilla is bouncing back with quite a year's performance. Any thoughts? Yes. Tell 'em to stay the heck out of Siebel's way. :) --Mike Buckley

To: Bruce Brown who wrote (728)	11/18/1999 9:56:00 PM
From: pala	Read Replies (1) \| Respond to of 1817

<<I posted the POD because I too was struck by the proprietary product of ARBA vs. the obvious Godzilla Game likeness of CMRC. Maybe that helps explain why CMRC trades like a Godzilla. ;-) Yes, we will have to look deeper in regards to the slice of pie for each transaction. I'll start digging around to see what I can find>> Bruce; Almost every part on every, say BMW, is "proprietary", doesn't mean a thing. Also these "proprietary" parts are built by third parties, just like Ariba. My earlier post from Ariba's 10Q clearly states that the people supplying their software could become competitors. It also states that a per line charge is a dream at this point. Listen to the interview on V-Call it tells the whole story vcall.com There is also a new call that I'll listen to later tonight. (Nov. 15 call) Enjoy Doug