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Technology Stocks : Ariba Technologies (Nasdaq-ARBA) -- Ignore unavailable to you. Want to Upgrade?

To: Bob Kim who wrote (348)	9/3/1999 3:17:00 PM
From: Scott S	Respond to of 2110

Thanks for your reply, Bob. Interesting write up on arba at your site. I can't remember where, but I remember reading an article recently that suggested that, because software sales/licensing cannot be credited to revenues until it is physically delivered, trying to predict revenues for a company such as arba is more problematic? I believe the article also suggested that, subsequently, quarterly revenue numbers suprises (either way - up or down) are also of a higher liklihood. That, and the young history of the co. If I'm wrong about any of this accounting stuff, someone please correct me. Anyway, I will be keeping my eyes open. Have a good Labor Day.