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To: Glenn D. Rudolph who wrote (117343)2/10/2001 9:16:32 PM
From: GST  Read Replies (1) | Respond to of 164684
 
Glenn: On ARBA you seem to be poorly informed. upside.com

"Ariba has seen its reputation sag because, for the most part, its e-commerce software is used by customers to purchase nonstrategic products like office supplies. But the real value in b-to-b is derived when companies use the Internet to share supply chain information with their business partners, or when companies use the Net to collaborate on the design, sourcing and purchase of direct materials."



To: Glenn D. Rudolph who wrote (117343)2/11/2001 12:44:36 PM
From: Robert Rose  Read Replies (2) | Respond to of 164684
 
<What do you know about Ariba's network and then what do you know about I2's network? >

Glenn, can you inform us? (serious question)

I heard an interview on npr this morning with the vp for product marketing. (Not that many of us listen to that here, lol.) Said all the right things. Just am waiting for "value" OUCH! to sink <sic> into the stock.

Disclaimer: No position in arba, but eventually looking forward to that opp <gg>