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To: GST who wrote (137576)	1/22/2002 11:11:13 PM
From: Bill Harmond	Read Replies (3) \| Respond to of 164684

It's still a monster, GST. We just can't see it after AG turned the lights off. If you wanna see sad by comparison, check out Commerce One, though the stocks track similarly. dailynews.yahoo.com

To: GST who wrote (137576)	1/23/2002 12:48:46 AM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

Well Arba was one stock I never agreed with Bill Harmond on. However he has beat me on investing in my own space... for example free markets, he got into that one and I would never touch it, its a big winner. A core monster! Cool I like these buzzwords. The truth is, there is a very large space out there called b2b or supply chain or demand chain or whatever you want to call it. And some company is going to dominate that space. It could be ariba, it also could be manugistics (well not likely manugistics but maybe i2). Or it could be the big enterprise players like sebl or sap reach out and take the extended enterprise. I don't know... I am betting on i2 and manugistics over ariba, but I've been wrong before. L