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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 (740)	11/18/1999 9:21:00 PM
From: pala	Read Replies (3) \| Respond to of 1817

Bruce; I think you are trying to force your Internutz Ariba into a status it simply doesn't have. It states right in their 10Q that there are low barriers to entry and they forgot i2 as a competitor, very bad. Not to mention IBM, HOW COULD YOU MISS IBM. GEInformation Services, Intellysis, NetscapeCommunications and TRADE'ex Electronic Commerce Systems. We also encounter competition from several major enterprise software developers, such as Oracle, PeopleSoft and SAP. In addition,<<< because there are relatively low barriers to entry in the operating resource management software market,>>> we expect additional competition from other established and emerging companies, as the operational resource management software market continues to develop and expand. For example, third parties that currently help implement Ariba ORMS could begin to market products and services that compete with our own. We could also face competition from new companies who introduce an Internet-based operating resource management solution. At least some of the software comes from THIRD PARTIES and nowhere in the 10Q could I find any mention of anything discontinuos LICENSE. Cost of license revenues were $331,000 in the quarter ended June 30, 1999, an increase of 280% over cost of license revenues of $87,000 for the quarter ended June 30, 1998. The increase in the cost of license revenues was primarily attributable to royalties due to third parties for integrated technology. THEY DON'T EVEN HAVE A BUSINESS MODEL IN PLACE FOR THEIR BIG DEAL, I THINK THAT THEY HOPE THAT IF THEY BECOME THE B2B EBAY THAT THEIR CUSTOMERS WILL PAY A PER LINE FEE. I GOT THAT FROM THE INTERVIEW ON V-CALL Although we expect to derive a significant portion of our long-term future revenue from the Ariba Network, we have not yet 16<PAGE> established our pricing and revenue model for the services associated with the Ariba Network. If we are unable to establish a pricing and revenue model acceptable to our customers, the Ariba Network may not be commercially successful. This would seriously harm our business, particularly if we experience a decline in the growth or growth rate of revenues from our Ariba ORMS solution. OK Oracle could GIVE AWAY what these guys are selling and hide the whole thing in their 10Q, Not unlike Internet Explorer. I mean 16 million license revenue for 9 months THATS POCKET CHANGE IN THE ERP INDUSTRY. Everything I see about Ariba says (out loud) that they hope to grow into an Ebay type sticky deal. I think the stakes are way to high for that to happen. Ariba may be a great Internutz investment, but I can't find any high cost of switching. Doug