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Technology Stocks : Ariba Technologies (Nasdaq-ARBA) -- Ignore unavailable to you. Want to Upgrade?

To: Dwight E. Karlsen who wrote (1808)	3/21/2001 8:28:20 AM
From: Suzanne Newsome	Read Replies (3) \| Respond to of 2110

Dwight, thanks for posting. I was beginning to think a neutron bomb had hit the thread. Determining a bottom is no simple job. I think your $10.75 is a good price regardless. Since this is not a convenient time for me to buy, I'm trying to read and understand the competition. CommerceOne posted a strong 4th quarter, and people were claiming that CMRC had overtaken Ariba as the industry leader. I have also read comments that this is a "winner take all" industry. My understanding is that Ariba is weak in "direct procurement" which I believe refers to raw materials. But there was some comment (from management?) that Ariba will making announcements in that area. Comments are welcome. Regards, Suzanne P.S. I have read that the split-adjusted IPO price was $5.75. SN