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Technology Stocks : Ariba Technologies (Nasdaq-ARBA)
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To: Bruce Brown who wrote (1679)2/14/2001 1:32:43 PM
From: sschahal  Read Replies (1) of 2110
 
Hi Bruce,
Can you please share your thoughts regarding Ariba - especially at these levels (~22)?
The only real negative i could see in their last quarter's report was quite a large increase in ARs - although mgmt indicated that that was per their plan (and guidance?).

What is your opinion re: this increase in ARs - quite a red flag or not much of an issue?

How do you view Ariba's prospects over the next several years?

Thanks.
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