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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (27807)	7/13/2000 9:07:26 AM
From: DownSouth	Respond to of 54805

Can you spell "tornado?" Ariba reported nearly 600% annual growth in revenue that doubled sequentially. Meanwhile... the company posted a loss of $11.3 million, or 5 cents a share, excluding charges. That compares with a loss of $6 million, or 11 cents a share, in the same quarter a year ago--excluding charges. Analysts had expected the company to post a loss of 8 cents a share, according to a survey by First Call.

To: Mike Buckley who wrote (27807)	7/13/2000 11:48:06 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

RE: Ariba... Can you spell "tornado?" Ariba reported nearly 600% annual growth in revenue that doubled sequentially. Oh....I saw it. Ariba seems to be doing everything right at the moment. Large spending on R&D, spending a lot of money to open new offices around the globe and pumping a lot of money back into the build out. Since you and I are about the only application vendor nuts, I have to be content with us sharing any excitement about growth in an emerging niche. Regardless, I think that the revenue growth of Ariba and the competitors should be monitored closely to see exactly where in the technology adoption life cycle we are. The rule is the bowling alley for buying and up to this time, I've been thinking I bought way too early. I'm hoping this quarter and the next two will allow me to get a better picture of it all. In anticipation that the entire space is experiencing growth, other stocks moved up on the Ariba news as well. The revenue certainly is still below this thread's fascination with $1B annual revenue figure. So we still need to make that disclaimer that Ariba only had $80.7 Million this quarter which is a little more than double from the previous quarter. Since Mike and I have both studied Siebel and I have studied i2 from the early days, things seem to be tracking quite well when comparing revenue numbers. There are other stocks I have been discussing on this board with similar revenue stories (Brocade and other next generation network companies), so I think it is important to point out that they all fall below the $1 Billion dollar thread focus. As everyone knows, it doesn't stop me, but I point it out so as not to upset the balance. Here's a nice Ariba post which basically copied Briefing.com's report: boards.fool.com It has information about customer growth, new deals, the revenue division, CEO's comments and the reality of B2B. BB

To: Mike Buckley who wrote (27807)	7/13/2000 12:11:54 PM
From: 100cfm	Read Replies (1) \| Respond to of 54805

Mike Ariba's growth is very tornado like, in fact 100% sequential growth qtr to qtr is category 5. BUT 1. They are still losing money. 2. They lost more money on more sales. I have a problem with that since it's very Amazonish. 3. Switching cost are probably high but barriers to entry are not. This is a crowded field. But they most likely will be the King. Which might mean there will be a nice price appreaciation, especially enticing for our short term oriented options mates. 100

To: Mike Buckley who wrote (27807)	7/13/2000 11:34:58 PM
From: StockHawk	Read Replies (1) \| Respond to of 54805

Can you spell "tornado?" And for more tornado-like growth, this time with a profit, take a look at tonight's report on JNPR, where quarterly revenues rose from $17.5 mil last year to $113 mil this year: Juniper Networks, Inc. Reports Q2'00 Financial Results; Net Revenue $113.0M; Pro forma EPS $0.08 SUNNYVALE, Calif.--(BUSINESS WIRE)--July 13, 2000--Juniper Networks, Inc. (NASDAQ: JNPR), a leading provider of next-generation IP infrastructure systems, today reported its second quarter results for the period ending June 30, 2000. Net revenues for the second quarter were $113.0 million, compared with $63.9 million for the first quarter, an increase of 77%. Pro forma net income, which excludes the amortization of goodwill of $1.9 million, the deferred compensation charge of $458,000 and a one time charitable contribution charge of $10.0 million, was $28.6 million or $0.08 per share, compared with a pro forma net income of $10.5 million or $0.03 per share in the first quarter of 2000. Actual net income for the second quarter, including the above-mentioned amortization of goodwill, deferred compensation and charitable contribution charges, was $19.6 million or $0.06 per share, compared with $8.1 million or $0.02 per share in the first quarter of 2000. Net revenues for the first six months of 2000 were $176.9 million, compared with $27.6 million for the same six month period in 1999.