SI
SI
discoversearch

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.

   Strategies & Market TrendsThe New Economy and its Winners


Previous 10 Next 10 
To: Bill Harmond who wrote (1631)9/23/2000 1:01:25 PM
From: Glenn D. Rudolph
   of 57684
 
I'm an Ariba man. I still think its very early, too.

This changed during the last nine months or so?? I thought you had liked both at one time.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Bill Harmond who wrote (1628)9/23/2000 1:04:12 PM
From: Glenn D. Rudolph
   of 57684
 
and trying to
keep Glenn from posting words he'll regret.


For example? Sheeesh what words?

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Glenn D. Rudolph who wrote (1639)9/23/2000 4:09:48 PM
From: dayglo
   of 57684
 
Trying to find the names of the other 'Rising Stars' that Deloitte lists in the citation below. EXTR shows great promise. Wonder what the others are. Nothing about it on Deloitte's site. Anyone know? Thx.

Kate
___
Extreme Networks Named One of Five 'Rising Stars' in Deloitte & Touche's 'Fast 50'

SANTA CLARA, Calif., Sep 22, 2000 /PRNewswire via COMTEX/ -- Extreme Networks, Inc. (Nasdaq: EXTR chart, msgs), a leader in broadband networking solutions, was ranked number two in Deloitte & Touche's prestigious "Rising Star" category for its "Fast 50" Program for Silicon Valley, a listing of the 50 fastest growing technology companies in the area. Rankings are based on the percentage of growth in revenues from the last five years, 1995-1999.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: dayglo who wrote (1640)9/23/2000 4:29:52 PM
From: dayglo
   of 57684
 
Rising Stars--(cont'd)
one of my other stocks, VRTA, also mentioned being on the same list. Since both VRTA and EXTR bounced more than others yesterday, it seems worth checking the other 'Rising Stars'. I see one caveat is that it's only for Silicon Valley area.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: dayglo who wrote (1641)9/23/2000 4:33:46 PM
From: dayglo
   of 57684
 
'Rising Stars' -(cont'd)
yeap, me again. found the site with the Deloitte list --
perhaps it's useful to some of you.
_____
Winners of the 21 regional Fast 50 programs in the United States are automatically entered in the Deloitte & Touche Technology Fast 500 program, which ranks the nation's top 500 fastest growing technology companies. For more information on the Deloitte & Touche Fast 50 of Fast 500 programs, visit www.fast500.com .

Share RecommendKeepReplyMark as Last Read


To: Glenn D. Rudolph who wrote (1638)9/23/2000 9:47:31 PM
From: Bill Harmond
   of 57684
 
Ariba's momentum is awesome. I'm just becoming more aware.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Bill Harmond who wrote (1643)9/23/2000 10:58:32 PM
From: Glenn D. Rudolph
   of 57684
 
You opinion would be to move the dollars in VERT to ARBA based on current valuations? Clearly, the intitial cost basis is irrelevant since going forward with that capital is what counts.

Share RecommendKeepReplyMark as Last ReadRead Replies (4)


To: Glenn D. Rudolph who wrote (1644)9/24/2000 4:11:38 PM
From: Bill Harmond
   of 57684
 
I would.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Glenn D. Rudolph who wrote (1644)9/24/2000 4:12:01 PM
From: Bill Harmond
   of 57684
 
I would. How many B2B's are making new highs this soon? Ariba is.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Glenn D. Rudolph who wrote (1644)9/24/2000 4:30:52 PM
From: Lizzie Tudor
   of 57684
 
I know this was directed to William but let me make a few comments...

Verticalnet was originally a content company (vertical portal) and not internet-enabled enterprise software like commerce one and ariba. So in that sense verticalnet originally had more of a yahoo model and Ariba/C1 more like Siebel. There are also major differentiations between Ariba and C1 but leave those off for a moment.

Verticalnet's vertical portals at first were pretty neat since at a minimum you could post your purchasing schedule online, this took minimal effort and is way more effective than phone orders and staffing with reps to answer pricing questions. But the next logical step would be entering an order via verticalnet, which as a portal they can't support - so in order to grow their product featurewise Vert was forced to address morphing into a C1 or Ariba software business (which they have done, last month they said they are going into b2b technology provider). The problem is Galli is not a technology leader and running a software company is nothing like running a portal company. So verticalnet will likely lose against c1 or ariba in technology and will likely lose the portal biz too since c1/arba can knock off the portals in no time flat.

Also there is quite a race developing for the number 3 spot in b2b. 2 strong tech players (private) are i2i.com and model N. Model N has a connected CEO who created the first java app server and sold to sun, then he sold a trading engine to ariba. They could become the "cadillac" of b2b's even though no one has heard of them now. Also you have logistics emerging as the focus for b2b where it used to be just shop for price (buy side vs. sell side b2b) - and there are a bunch of players there that could emerge as #3 - manugistics is back, and some of the b2bi players since the supplier side is mostly integration. ALL of these I have mentioned are stonger in software than verticalnet.

Share RecommendKeepReplyMark as Last ReadRead Replies (3)
Previous 10 Next 10