Gorilla and King Portfolio Candidates Message Board

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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mike Buckley who wrote (27807)	7/13/2000 11:48:06 AM
From: Bruce Brown	Read Replies (1) of 54805

RE: Ariba... Can you spell "tornado?" Ariba reported nearly 600% annual growth in revenue that doubled sequentially. Oh....I saw it. Ariba seems to be doing everything right at the moment. Large spending on R&D, spending a lot of money to open new offices around the globe and pumping a lot of money back into the build out. Since you and I are about the only application vendor nuts, I have to be content with us sharing any excitement about growth in an emerging niche. Regardless, I think that the revenue growth of Ariba and the competitors should be monitored closely to see exactly where in the technology adoption life cycle we are. The rule is the bowling alley for buying and up to this time, I've been thinking I bought way too early. I'm hoping this quarter and the next two will allow me to get a better picture of it all. In anticipation that the entire space is experiencing growth, other stocks moved up on the Ariba news as well. The revenue certainly is still below this thread's fascination with $1B annual revenue figure. So we still need to make that disclaimer that Ariba only had $80.7 Million this quarter which is a little more than double from the previous quarter. Since Mike and I have both studied Siebel and I have studied i2 from the early days, things seem to be tracking quite well when comparing revenue numbers. There are other stocks I have been discussing on this board with similar revenue stories (Brocade and other next generation network companies), so I think it is important to point out that they all fall below the $1 Billion dollar thread focus. As everyone knows, it doesn't stop me, but I point it out so as not to upset the balance. Here's a nice Ariba post which basically copied Briefing.com's report: boards.fool.com It has information about customer growth, new deals, the revenue division, CEO's comments and the reality of B2B. BB

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next