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 : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: GST who wrote (109358)	10/2/2000 3:59:13 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

Tell us what you know about Ariba, GST.

To: GST who wrote (109358)	10/2/2000 4:01:49 PM
From: Lizzie Tudor	Respond to of 164684

I don't know allaire, sorry. But scient and those companies (who do "storefront" automation) are laying off. I was saying to William the other day that I don't think there is enough clarity that arba is the true winner in b2b and therefore I don't want to pay for it. If I was sure arba would win I would buy, I just don't know... imo cmrc has a fighting chance and they are much cheaper, I'd rather take the risk. Right now b2b is robust but anythings possible... I will be watching the comm companies csco, jnpr etc and if their topline slows b2b will be next but right now biz is strong.