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

To: Larry Unger who wrote (541)	11/19/1999 12:53:00 AM
From: guido leone	Read Replies (1) \| Respond to of 2110

Does anyone find it odd that ARBA is down after its split announcement? Recently all stocks have exploded to the upside on any sort of split.

To: Larry Unger who wrote (541)	11/19/1999 10:22:00 AM
From: Wizard	Read Replies (1) \| Respond to of 2110

>>i2...Seems they have a middleware tool No, that is not right. i2's solutions are based on planning and fulfillment optimization. Some data is sitting in ERP and some isn't. i2 finds the data wherever it is and optimizes the supply chain to create value. Crucial to ecommerce is the fulfillment piece and i2 has the franchise in optimized fulfillment solutions. Middleware refers to allowing different apps to work together. i2 is a big piece of the pie, not just some glue.

To: Larry Unger who wrote (541)	11/19/1999 11:17:00 AM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 2110

OK... I don't think I made my point. I see the outsourced transaction based revenue model as superior to and ERP or I2, because those products need to be installed in-house, and there is no revenue growth after that when the product gets used extensively (other than upgrades, etc which are time consuming again). Put it this way, if I2 was transaction-based like commerce one, and i2 went into Dell as they did, that one deal would have made the entire company. I2 is a great company but its been around a while and Sebl eclipsed it awhile ago, imo because its so complex to implement. Wish I had some from the low of 13 though! That was only a few months ago too.