Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Spytrdr who wrote (1203)	9/27/2000 5:29:27 PM
From: Lizzie Tudor	Respond to of 2110

where are the idiotic analysts who were so ENAMORED of ICGE??? last year the b2b must-haves were cmrc, arba, icge and vert. Extend the circle a little and add agile. This year icge and (imo vert) aren't really delivering so they fell off - whats so incomprehensible about that? When b2b turned into a manugistics-ish logistics play these content companies couldn't keep up - just business happens all the time, why dwell on it?

To: Spytrdr who wrote (1203)	9/27/2000 6:56:53 PM
From: minorejoy2000	Read Replies (1) \| Respond to of 2110

You know, on one hand I appreciate the fact you'd take so much time to respond at length to my question, even though I may be one of the many "born every minute". And I have no problem with your overall negativity. You may even be right, after all. On the other hand, I'm tending to become weary of the critical tone I'm seeing more and more often in response to questions. I asked about six weeks ago someone's opinion on NEWP. I was told to sell half at least because it was at its upper range. I waited uncertainly, and then bought a little on a dip. It has gone up another 40% since then. Any stocks a long term investor buys into need to be watched for fundamental changes. My personal opinion is that ARBA's high valuation, along with JNPR and EXTR, and SEBL, and many others will be grown into...or not. In the meantime I am betting it will appreciate, with close stops, because I'm not a daytrader. At least several years. If you're so down on it, may I ask why you're posting to this thread? A noble crusade to warn those born every minute?