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To: Sarmad Y. Hermiz who wrote (124406)	5/1/2001 9:22:45 PM
From: GST	Respond to of 164684

Sarmad: BEAS is a closer fit to ARIBA -- I do NOT expect to see ARBA become an scm company. ITWO sells complicated scm -- they will come back. Manu sells more simple stuff and are providing a major productivity boost for select customers.

To: Sarmad Y. Hermiz who wrote (124406)	5/1/2001 11:18:56 PM
From: Glenn D. Rudolph	Respond to of 164684

From The Wall Street Journal. No surprise to me: "However, the study results underscore that companies that are most successful online aren't those that captivated venture capitalists and dazzled stock-market investors during the days of Internet exuberance. The average mail-order catalog company -- such as Lands' End Inc. (www.landsend.com), of Dodgeville, Wis., and closely held L.L. Bean Inc. (www.llbean.com), in Freeport, Maine, for example -- had an operating profit from its Internet-retailing efforts that was 12% of online sales. In contrast, Web "pure-play" retailers had an average operating loss of 94% of sales, while the Internet stores of bricks-and-mortar retailers had an average operating loss of 36% of sales. Mail-order companies already had the order fulfillment infrastructure as well as cost advantages from previously using private label merchandise, the study notes."