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

To: byhiselo who wrote (840)	4/10/2000 9:38:00 PM
From: 10K a day	Respond to of 2110

I don't have a position here. I do have a position in Allaire,,, and i really like the simplicity of the Cold Fusion,,, Compared to a PHP3...It is a REALLY simple and powerful language/server.... And the price points they have reached with that software (cold fusion)... They have made it affordable for the 'Mom and Pop' Market... They have a 100 dollar Cold Fusion Studio development product... and the server...is around ~ 1500 dollars low end (single license i believe)... I guess that's why i have a valuation problem with Ariba... Because when i compare Allaire's 55 Million in Revenue and 1.2 billion market cap...and compare growth rates.. and profitability issues...and potential markets...I just don't understand all that these guys do...They can't be everything to everybody...?? If I don't understand...I know that Joe Daytrader 6 pack doesn't understand either....I do have a good understanding of Allaire..and what they do...and their target market....