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


To: GST who wrote (110530)10/15/2000 7:01:30 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 164684
 
I know 2 things about ariba,

1) They are not recognizing revenue agressively. They are deferring a lot, and pushing out the sales cycle.

2) The avg ariba implementation now is in the 20-30mm range. That is about double what the avg ERP implementation was.

Just food for thought, no point to make here.



To: GST who wrote (110530)10/15/2000 7:32:36 PM
From: Robert Rose  Read Replies (1) | Respond to of 164684
 
<The suggestion that AMZN could possibly go bankrupt was met with howls and jeers when I began posting here. >

Seems like it's been 18 months at least. Correct me otherwise. At any rate, it seems it's been longer since we've seen any real amzn bulls. (Even WH backed off before than, I would presume.) Would appreciate any specifics if I'm mistaken.



To: GST who wrote (110530)10/15/2000 9:38:54 PM
From: Bill Harmond  Respond to of 164684
 
>>The suggestion that AMZN could possibly go bankrupt was met with howls and jeers when I began posting here.

Hey GST, I don't think you got any jeers about Amazon. Glenn has been posting it for three years, so we're just waiting.