Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Glenn D. Rudolph who wrote (114654)	1/6/2001 4:48:26 PM
From: GST	Read Replies (1) \| Respond to of 164685

I think ARBA occupies a pretty transient niche with few barriers to entry and low customer switching costs. I can't see them going the distance either in terms of growth or profitability. I expect their demand growth to slow and their margins to get squeezed as new entrants turn their product segment into a commodity. Itwo will probably dump them as a partner -- and itwo's scm orientation is a far more value added proposition than ARBAs online procurement software. Add to that their valuation and the quality of their customers and I think ARBA is shaping up to be the big loser is this space -- fwiw.