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To: GST who wrote (124399)	5/1/2001 5:51:07 PM
From: H James Morris	Respond to of 164684

>I think we might be nearing the end of our little rally, Not, until May 15. Btw IBM still looks strong.

To: GST who wrote (124399)	5/1/2001 8:02:10 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 164684

GST, If you consider this topic too worthless, please say so. Are you following the prices of Ariba, I2 and Manu the past few days ? This may be a totally wrong interpretation, but it seems that the market is punishing I2 for breaking up with Ariba, and rewarding Ariba for finding a new partner (BEA). I've been buying Ariba as it is going up from 5. I really don't know what is propelling it. Certainly not analysts. They all downgraded. Do you still consider Ariba irrelevant to scm, or does their new alliance change that ?