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

To: 10K a day who wrote (1264)	10/3/2000 7:03:11 PM
From: 10K a day	Read Replies (1) \| Respond to of 2110

imagine 600 thousand new tech workers. imagine a low barrier to entry system where everybody can produce a marketplace system in a secure environment. imagine every mom and pop having access to this technology. imagine doing it for 3-5 thousand dollars of software and less then 2 thousand dollars of hardware. imagine having 600 thousand more tech workers to do the grunt work. imagine having lots of competition between the tech workers. imagine throwing out all of the bells and whistle and slow downloads and just going for reliability and simplicity. imagine just trying to put the best (simple interactive)product up and then worrying about other important business issues such as marketing and how to close the sale. imagine if the simple part of the entire procedure was all about putting the stuff up online and collecting the interactive information in a secure environment. imagine if that was simple. imagine if that was not the limiting factor to all of this. imagine if the good stuff was good stuff, and the bad stuff was not (necessarily) bad stuff. imagine if it was all about facilitating business to be the best that they could be and charging a good rate relative to what was actually provided to the business. imagine if all the flash and macromedia stuff was not really that important. imagine if putting a television online was not really important because this stuff may never intended to compete with television. imagine if this was really about an interactive medium that would never compete with television because it was not about television. imagine....

To: 10K a day who wrote (1264)	10/3/2000 7:07:26 PM
From: Rob S.	Read Replies (1) \| Respond to of 2110

I don't think so. The Internet is inherently international. The BTB software and service industry is inherently leveraged around standards that are quickly developing to replace such things as Arba's proprietary repositories and conversion engines. The BTB stocks are great, but oh so overpriced. In a few years the competition will be fierce, service will be prolific and standardized around ebXML and a few other standards and prices to get things done will be much cheaper than they are today. Not long from now you won't need to know as much to interface diverse legacy systems as the interfaces will be worked out and almost free. Darn, I thought these BTBs had a big move ahead of them before they would drop. I missed the short ride again.