Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (137662)	1/23/2002 12:28:56 PM
From: GST	Read Replies (1) \| Respond to of 164684

"Ariba did not decline in a vacuum" ARBA has been going down so fast it is not funny. And it has little or nothing to do with Greenspan. There is nothing they do that cannot be easily and more effectively done by others. What they have to offer provides no defensible technology or company resources or customer base. What they have to offer is now a low-value-added commodity which is one part software to two parts consulting. This is a company that is not even worthwhile for their competitors to consider buying. ARBA is the kind of company that will engender this question in the future: Do you remember a couple of years back there used to be a company named ARBA? What ever happened to it?

To: Bill Harmond who wrote (137662)	1/23/2002 1:19:40 PM
From: GST	Read Replies (2) \| Respond to of 164684

"If true, the implications for the entire Internet complex are profound" When a stock like ARBA drops 99% in price it should ring a few bells in your head. That is a "profound" drop. You say internet traffic is growing, but all the service providers are shifting from high growth gear to low growth gear -- all of them. Dream on.