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To: Danny who wrote (98112)	3/31/2000 1:31:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Ariba (ARBA; $187 1/2; D-2-1-9) 00E d$0.56; 01E d$0.31 ? A competitor downgraded some of B2B infrastructure companies this morning. They apparently feel that on these B2B exchanges some of the technology providers may not share as directly in the transaction revenue portion of these exchanges as some might have expected. ? Our thesis has been that the real driver for B2B will be providing the technology engines for these B2B exchanges. ? We think the sell off in ARBA has taken a lot of the speculative bubble related to this B2B exchange angle out of the stock. However, it does not change the financial trajectory that we had forecasted for ARBA relating to the licensing of their core exchange engines as well as revenue related to internal e-procurement. ? We think there is substantial upside in our revenue estimate for ARBA in the quarter. We are at $28.6 million in revenue, which is about a 200% YoY growth rate on top line. ? Our top picks in the core exchange infrastructure provider arena remain Ariba and Oracle (ORCL; $77 3/16; C-1-1-9). We would use the weakness to Buy into the stock for the long term. (C. Shilakes) Bulletin United States 31 March 2000 Investor Support Group Intra-Day Special Call ARBA Merrill Lynch & Co. Global Securities Research & Economics Group Global Fundamental Equity Research Department RC#11209122