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To: Sarmad Y. Hermiz who wrote (115247)	1/13/2001 12:33:13 PM
From: GST	Respond to of 164684

Sarmad: "the market is basically saying they are going to hit a wall soon" If you want to own this stock, you need to evaluate this statement -- it has an element of truth IMO, although in this case a wall simply means they will bo longer be in the sweet spot of the market and will become a far less attractive investment, which is now being priced into the stock. To go against this broad consensus it would make sense to have well-founded reasons to believe otherwise -- I have not seen anything posted here that comes close to making a case for ARBA's future being any brighter than the market consensus. The reaction to earnings was rational and the price could drop from here until there is some reason to believe that the consensus on ARBA is wrong. I am not holding my breath.

To: Sarmad Y. Hermiz who wrote (115247)	1/13/2001 1:55:08 PM
From: H James Morris	Read Replies (2) \| Respond to of 164684

>Investment Style buy broken stocks with hope of recovery Sarmad, this might be an excellent time to be buying beaten down stocks. You might want to check these out then form your own opinion. Cmtn,Covd,Ntkk,Ntop,Tern,Xla.

To: Sarmad Y. Hermiz who wrote (115247)	1/16/2001 11:22:18 PM
From: schrodingers_cat	Read Replies (1) \| Respond to of 164684

Thanks for the link! >S_C, I don't know whether you read the I2 thread. Here is part of a post I thought summarizes things well. The I am getting to the conclusion that the shotgun approach might be best. I2, Ariba, CMRC and WEBM. The "shotgun approach" makes a lot of sense for the B2B stocks IMO, given the rapidly evolving nature of the sector making it difficult to spot the eventual winners. Here's an article I came across. >Mahoney said Ariba and Commerce One offer great software for buying "indirect materials," or office supplies, over the Internet, something he called "low-hanging fruit." But there's a lot more to B2B. For instance, companies need information on inventory projections and lead times, and they need to be able to swap information with suppliers. The real opportunities lie in software that offers these capabilities, he contends. And companies like i2 Technologies (ITWO:Nasdaq - news), Manugistics (MANU:Nasdaq - news), Tibco (TIBX:Nasdaq - news) and Vitria Technology (VITR: - news), which make complex software to manage inventory and supply chains or to integrate systems that do, are better positioned, he says. (Wit rates i2 and Vitria strong buys, Manugistics a buy and doesn't cover Tibco. Of those companies, Wit has done underwriting only for Vitria.) thestreet.com