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

To: Mark Fowler who wrote (6248)	4/9/2001 10:40:34 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

I betting on them. I listened to all sorts of analysis and second-hand accounts, and I decided at $5 Ariba is still a keeper. If Sony can use Ariba Buyer to save 1.5 billion a year, and Agil wanted to marry them, and they have a strong balance sheet, and robust network...yada yada

To: Mark Fowler who wrote (6248)	4/10/2001 12:03:05 AM
From: Randy Ellingson	Read Replies (1) \| Respond to of 57684

Mark, And it's a shame what this AG has done ! Oh well we're all human prone to make mistakes. I say it's time to move on and fix it AG! What would be different if AG had acted sooner, and lowered rates six months earlier, or lowered them by another 100bp from here by now? It seems that in large part this economic rest stop would have been visited regardless. The telecomm infrastructure inventories were high (still are, apparently), and many of the purchasers of that technology have borrowed beyond their means. So we have to wait for the cash to work its way back through the system. It's a sticking point for continuous economic growth, but not a stopping point. From what I see, the consumer was never going to pull us past this speed bump with the same strength they've had the past decade. Our economic growth will be back, and we'll hopefully be better able to grow from a more solid foundation.