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Strategies & Market Trends : Drillbits & Bottlerockets

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To: Logain Ablar who wrote (8501)	4/20/2001 10:34:49 AM
From: John Pitera	Read Replies (1) of 15481

Tim, thanks for the CMRC thoughts... deferred revenues where reduced as ARBA when they reported in Jan. so that's a negative. The street does not seem that impressed with CMRC's report. I did notice a little spike up in cmrc before CEO hoffman was interviewed on cnbc.........ghosts of the old 1999 market?? as it's now back down on it's lows for the day. intresting news from ARBA the big write off of Tradex 10:11 ET Ariba (ARBA) 8.12 +1.09: -- Update -- On conference call, company states that $1.4 bln writedown of goodwill was related to Tradex acquisition which brought marketplace technology to Ariba; this writedown indicates that Ariba sees no future in B2B marketplaces. do you agree with briefings interpretation in bold? ..

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