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.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (5328)	2/11/2001 3:34:41 PM
From: megazoo	Read Replies (1) \| Respond to of 57684

Strange how people are ignoring MANU in the B2B list. My prediction (a bold one, indeed) is that MANU will overtake ARBA's market cap by end of '01. It is almost chilling to see ARBA's downfall, and the only reason why it is falling so fast is that this stock was overvalued so much, but also their acquisition of Agile still does not make them a supply chain vendor (pretty soon, supply chain mgmt will be referred to as B2B). Relatively speaking, CMRC is not falling that hard, and that could primarily be because they were wise enough to have an alliance with SAP last year. JMO

To: Lizzie Tudor who wrote (5328)	2/11/2001 8:29:05 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 57684

probably ariba at these valuations Glenn. But I'd wait a little while, no need to rush, until we figure out if the economy is really grinding to a halt or not. Because these software companies sell at such high prices that they really get hit in a downturn. So arba's next qtr might not be all that great. Liz, I am already in and will likely stay. I was wondering if you though Ariba can get its SCM act together as well as I2's. Glenn