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

To: Spytrdr who wrote (1192)	9/25/2000 6:23:36 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 2110

market cap LU: $ 104 billion (annual rev. $ 37 BILLION) market cap DELL: $ 89 billion (annual rev. $ 29 BILLION) market cap ARBA: $ 40 billion (annual rev. $ 161 million) You forgot General Motors. They're around $185 Billion in annual revenues. What's GM's net margin? Gag! 3% How about some of the grocery store chains? Even worse. Lucent. One of the most pathetic balance sheets I've laid eyes on in the last two years. Every metric is a mess. Dell's commodity business is tough, but they do it better than anybody else. However, growth has slowed and the PC cycle is mature. It's quite a "valuation" vs. "what is the real value" issue - not only for Ariba, CommerceOne and i2, but also for other companies like Juniper, Redback, Extreme, Network Appliance, Brocade and a few other companies that are poised to be this decade's leaders. BB