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Technology Stocks : Ariba Technologies (Nasdaq-ARBA)

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To: 10K a day who wrote (1750)	3/1/2001 8:35:07 AM
From: DJBEINO	Read Replies (1) of 2110

ARBA: reit buy - unveiling of Value Chain Management strategy is new generation of software solutions designed to improve inter-enterprise business solution, focus of day was on moving to more complex offering of collaborative functionality, remain comfortable with estimates 03/01/2001 : JAGNote by Credit Suisse First Boston +++++++++++++++++ ARBA: reit buy - 12 month target $51, company hosted analyst meeting yesterday announcing 3 new partnerships and gave an excellent product demo 03/01/2001 : JAGNote by UBS Warburg ================++++++= ARBA: reit buy - lowering tgt. from $60 to $30, analyst meeting offers no clarity to uncertainty regarding revenue recognition QCOM: reit strong buy - upbeat analyst meeting confirms our view, indication that visibility of the March Q is high 03/01/2001 : JAGNote by First Union Securities +++++++++ ARBA: reit buy - company discusses vision at analyst meeting 03/01/2001 : JAGNote by Ing Barings Furman Selz

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