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To: H James Morris who wrote (125806)6/1/2001 10:14:13 AM
From: Sarmad Y. Hermiz  Respond to of 164685
 
>> I think you might have missed this.

Actually, I haven't missed it. But I have this belief that software spending has to increase especially in the b2b area. And these companies will be swimming in dough after the inventory overhang is trimmed. Remember I'm not paying 183/sh for ariba.

I also think that companies that do not spend on software will be out of business.


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