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To: GST who wrote (109357)	10/2/2000 3:58:18 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

The reason it is conservative is because b2b is an internet enabled technology that adds more - way more - to the equation than ERP ever did. ERP was just replacing the old mainframe systems with unix and client/server. No real value add, just a replacement. Still, Sap went to 50 billion and Oracle probably around that too. I'm not even looking at Siebel or other boutique app players. And this was when the naz was half where it is now. I'm saying b2b (and depending on your pov, arba) has the potential to get to a valuation equivalent to that of an inferior technology from a mkt half of what we have now. Just curious, how could I represent this and be conservative in your opinion? Enterprise automation has always been valued at a premium, even in the 80s with IBM.