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

To: Lizzie Tudor who wrote (545)	11/19/1999 11:45:00 AM
From: Wizard	Read Replies (1) \| Respond to of 2110

Lizzie, I know you like i2 so I am aware you know this but just to reiterate, the internet has changed i2 for the better. i2 used to have to go sell to each of a supply chains members (buyers & suppliers) and install software all over the place. You might say that this was too complex but the fact is that they learned a lot about how supply chains work. If i2 wasn't able to adapt, I would say they were a legacy company and the internet changed everything and i2 was caught in the old world. However, i2 gets it. i2 is quite an innovative company and realizes that the idea of a marketplace just made their lives 10x easier. Now all they have to do is host a website which all members log into and their fulfillment solutions can crunch the data and figure out how many widgets you need when, where and how its going to get there. This is huge. The Commerce Ones and Ariba's of the world have no idea how to fulfill complex ecommerce supply chains. i2 is already doing it at Sun and H-P. Its going to be interesting to see how all these transaction revenue dollars are going to be split amongst all the players.

To: Lizzie Tudor who wrote (545)	11/21/1999 12:48:00 AM
From: Larry Unger	Respond to of 2110

<<<if I2 was transaction-based>>> Their business model is already there. The Internet marketplaces they have set up with HP and Sun have this transaction and subscription revenue model in place -- right now as I understand it. Someone told me Dain Rauscher put out a report that listed i2 as one of the leaders in setting up these eMarketplaces, like the HP one i2 has already implemented. Stay tuned for more announcements of these types of deals if this is true. Good luck to you!