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

To: Sarmad Y. Hermiz who wrote (115464)	1/16/2001 8:26:13 PM
From: Victor Lazlo	Read Replies (2) \| Respond to of 164684

The public float in arba keeps growing. Thus, by pure arithematic, it takes ever-more fantastical press releases to move it higher. Don't expect the upward jumps it enjoyed in the past.

To: Sarmad Y. Hermiz who wrote (115464)	1/16/2001 11:04:06 PM
From: Glenn D. Rudolph	Read Replies (3) \| Respond to of 164684

Wrong or right, I placed my bet on ARBA. If it drops to 30, I'll take my loss. Till then, we'll live and learn, hopefully. My feeling is it will go up from this depressed level. Sarmad, I agree. The market is starting to trade on fundamentals somewhat. I can far more easily adjust to losing money on a position due to an error in my research on the fundamentals. The comforting part of I was correct on Amazon's fundamentals but my timing was off never made me feel right about that. Even when the market was poor in the early 90s I could make some money and even had capital gains tax to pay. Anyhow, the Ariba story clearly is not cut and dry among the investment community. Ariba's current project is to improve their SCM software suite so it may be sold as a package along with their other suites. I2 clearly has a better platform at the moment for SCM but not many other areas if any to put the entire program in place. My opinion is Ariba has sufficient talent to complete that suite and have it be excellent. No one knows for certain. The term licenses I like but I am a bit baffled about recognition of all revenue upfront as are others. One can make the argument that sales are slowing and many have made that argument. The announcements of contracts due not seem to indicate any slowing. Ariba's explanation about the accounting change I thought was a bit vague but the answers were given by the new CEO. He may be timid. I wish us both luck. I am not of the belief that I2 has to do poorly for Ariba to do well. In fact, we can have many succesful firms in this space. Glenn