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To: Skeeter Bug who wrote (109438)	10/3/2000 7:07:12 PM
From: Glenn D. Rudolph	Respond to of 164684

a stock moving up doesn't necessarily predict success. amzn proved that. That is for sure<G>

To: Skeeter Bug who wrote (109438)	10/4/2000 5:27:19 PM
From: Lizzie Tudor	Respond to of 164684

. b2b very well could go in a similar direction as b2c. most hype junkies jumped erroneously on b2c and now b2b is their wagon of choice to carry them to the promised land. Not to beat a dead horse, but the point I was trying to make wrt b2b vs. b2c, internet infrastructure or whatever is.... b2b is becoming enterprise fulfillment software. Enterprise software as a space is a known entity with a previously defined mkt potential since before the internet euphoria. The other spaces that come up here, like b2c are new and as such no one has any idea what the mkt potential is. But in enterprise software we know. Ariba is not in uncharted territory stock-wise. Sap was there (and much higher) before. Now ariba could misfire and fall back to earth but given flawless execution we have a precedent from before.