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

To: Patsy Collins who wrote (751)	3/2/2000 4:55:00 PM
From: Robert Rose	Respond to of 2110

<So, mid to late April will be of great concern for us ARBA longs.> Given the strength of the b2b sector, I wouldn't worry too much about arba. Going forward in 2000, the only way this stock could see a serious decline is 1) the overall market corrects due to interest rates, a blowoff, or some such 2) arba screws up on execution. 1) remains a possibility, but there is not evidence of 2) to date. Staying long and strong!

To: Patsy Collins who wrote (751)	3/2/2000 4:55:00 PM
From: David Graham	Respond to of 2110

Actually JDSU split even quicker than ARBA. It last split in the first week of January and will split again on March 11. You've got me worried now as I own JDSU.

To: Patsy Collins who wrote (751)	3/2/2000 7:04:00 PM
From: Sowbug	Read Replies (1) \| Respond to of 2110

I don't want to be alarming, but the only stock with a quicker series of splits was Iomega back in 1996. Iomega was a one-trick pony. People bought the company because of a single cool product they made (the Zip drive). It was also one of the first stocks to be discovered by the roving bands of then-online, now-Internet short-term trading gangs. All the Motley Fools on AOL, for example, converged on the stock pretty quickly. So I'm not saying your point is invalid. You may be exactly right that there's a strong correlation between rapid splitting and sudden permanent plunges. But IOM was a weird stock back in 1996.

To: Patsy Collins who wrote (751)	3/2/2000 7:59:00 PM
From: TARADO96	Read Replies (1) \| Respond to of 2110

C'mon, you should know better than to say this. IOM's demise has less to do with its splits and more to do with its business fundamentals or lack of it. As long as ARBA and JDSU continue to execute, showing things like great sequential revenue growth, we will be o.k. Right now and for the next few quarters, earnings will be ignored by the street since they now that such companies are putting funds to growth rather than passing it to the bottomline. Splits, except for their short term psychological boost, matters none. John

To: Patsy Collins who wrote (751)	3/5/2000 8:11:00 PM
From: tromkio	Read Replies (1) \| Respond to of 2110

iomega reported and missed earnings numbers soon after the split and was gutted. It is viewed as bullish if a company announces a split AHEAD of earnings, indicating that the business plan has been on track. After what happened to iomega you can be assured ARBA will report strong numbers. Holding over earnings always has added risk. But in this case the split announcement reduces it considerably.