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To: schrodingers_cat who wrote (115230)	1/12/2001 9:41:41 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 164684

>> First EXDS, now ARBA...are you changing your style? Or have these come down far enough to be value stocks? << OK, now you're forcing me to expose my deepest ignorance. With both EXDS and Ariba, I am very convinced that the service they offer is essential to their customers. Regarding Ariba, I don't know their specifics, but I am very sure that supply chain management is essential to the survival of industrial companies. What I don't know is who is the better vendor for that. Ariba or I2 or xyz. I guess Mark F likes SCM. So basically at 80% off, I think Ariba is an acceptable risk. Same idea with EXDS. I just can't imagine an industrial or retail business doing their own internet connection. What for ? A specialist will provide better service, cheaper. And again, I don't know who among the vendors is better positioned. So I just close my eyes and buy.