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

To: PoetTrader who wrote (709)	1/29/2000 9:12:00 PM
From: ChinuSFO	Read Replies (1) \| Respond to of 2110

PoetTrader It is a very close call between CMRC and ARBA, in my opinion. Both have been very aggressive. 3 months ago, I think CMRC had the edge because of GM. But after some recent acquisitions by ARBA they have pulled even with CMRC. As you know GM is working with Toyota to bring them to the CMRC marketplace. If they succeed, then I think it will be a shot in the arm for CMRC. But ARBA is extremely close behind. VERT seems to be an interesting story. They ran up suddenly after the MSFT deal. Their investor relations are behaving strangely according to the VERT board on this thread. Rumors abound that they may be a acquisition target possibly the largest e-commerce business, IBM. IBM has not made any major acquisition since LOTUS. Rumors also abound that VERT may soon announce a stock split and that alone may double its stock price rapidly (CMRC and ARBA did that, so why not VERT especially this year which is being labelled as the year of the B2B by analysts). ORCL is tough to call. They are a mature company, carry all the baggage of a large company and I am not sure if they are as flexible as CMRC, ARBA and VERT. Similar situation as in AOL-TWX merger where investors are apprehensive of AOL's ability to be very flexible after the merger. Just my thoughts. As for me, I made quite a bit of money on CMRC; then after the CMRC split diversified equally into ARBA, CMRC and VERT and they are based on the thoughts I expressed above. I am not sure about my long term commitment to VERT. The rest I am long. Best of luck in B2B this year

To: PoetTrader who wrote (709)	1/30/2000 1:37:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 2110

Poet, yes thats what I think... cmrc vs. arba are a pretty even match - then Oracle in the background - they are not as advanced but they already own everybody's data. I'm waiting to see what sap does here, they also own a lot of data but since the erp crash they haven't recovered as fast as Oracle (also Oracle's nca architecture was right-on for the internet). As far as industry specific - I'd wait and see. This includes vert - I know some people like vert but I don't really... I just think they were one of only a few companies available in the mkts and therefore were declared a winner. Msft invested - I'm not sure thats too significant. But back on the verticals, there are some new models emerging - the "no inventory" model where some online retailer takes inventory from the stores in his network and offers them to customers... and never takes inventory - just a cut of the transaction. This is superior to what chemdex does - as far as I know they hold inventory and thats a no-no especially with these amazon layoffs (Chemdex does hold inventory, don't they - somebody please correct me if I'm wrong)... later this year you can buy these "no inventory" companies... why not just wait for those or stay with the mainstream leaders cmrc and arba which we know are infrastructure providers.