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To: Lizzie Tudor who wrote (109826)	10/7/2000 8:14:18 PM
From: Eric Wells	Read Replies (1) \| Respond to of 164684

you still try to convice yourself and others that this is "unproven". Lizzy - I'm not trying to convince anyone that ERP, SCM, or b2b supply chain management is unproven. What I feel is unproven is Ariba's ability to generate future revenue and profit to justify it's current market cap. Of course, the future is always unknown. What is known is that there is the potential for a lot of competition in this space. And Ariba is currently priced with the same rosy expectations that once drove stocks like AMZN, PCLN, ICGE and CMGI to prices over 100. You, William and Glenn seem so convinced of Ariba's success that none of you seem to be able to find it within you to talk about any risks the company faces. This is so much like past discussions of stocks like AMZN or PCLN on this thread that it is comical. It would be great to see some objective analysis where people discuss not only the incredible opportunities that some of these companies have - but the real risks that some of these companies face as well. Its the focus on incredible opportunities that cause stocks like ARBA to rise to a prcie/sale of 124 with no earnings - and it's the realization of real risks that cause stocks like PCLN to drop to 5 or ICGE to drop to 10. And with the ongoing correction we have seen in the market over the past six months, SI posts that focus only on the best case scenario come off very much like stock price pumping. I would hope that with the market capitalization that we have all witnessed evaporate since April, that we were beyond that sort of one sided analysis. I'm off SI for the rest of the day - so if you reply, don't look for a reply from me until some time tomorrow (sorry, but I have a dinner to attend this evening). Thanks, -Eric