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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?


To: Rich1 who wrote (56733)10/17/2000 5:49:28 PM
From: Lizzie Tudor  Respond to of 63513
 
I also thought I2 was too high at 160+ because arba and c1 (and a WHOLE LOT of startups) are all targeting that biz. I2 is hindered by a non-java architecture too.

But whats happened is some execution problems at the competition so I overestimated ariba... itwo has moved ahead at their expense. Right now there is a ton of business for everybody.