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To: Glenn D. Rudolph who wrote (137203)1/19/2002 12:43:35 AM
From: Bill Harmond  Read Replies (2) | Respond to of 164684
 
>>You made as clear as can be.

Bull, Glen. I said I thought Ariba was the leader, a core holding, etc. Not a "screaming buy". Ariba is still the leader (check out a comp chart with Commerce one), and Ariba is still a core holding for me.

Everything was expensive then. Ariba's fundamental were solid then. Look at then numbers the company was turning out. Alot has happened since.

Someone asked my opinion a few months ago which of my favorites I thought would do best from then and I answered Ariba. That's about the closest I have come to saying "screaming buy".

It's not going to happen, but some here should take responsibility. It's just this kind of BS which led me to a moderated thread.