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To: Bill Harmond who wrote (109591)	10/5/2000 2:06:58 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>In the beginning they burned only $12 million before they started generating cash. Bill, I don't know enough about Ariba to join this discussion. Yes! I missed it but does that make me a bad person? Btw What a chart! siliconinvestor.com

To: Bill Harmond who wrote (109591)	10/5/2000 11:24:34 AM
From: Glenn D. Rudolph	Respond to of 164684

I wouldn't think too much about stated profits. Unless I'm hard of hearing, Ariba has been throwing off cash in each of the past 11 quarters. That's nearly as long as the company has existed. In the beginning they burned only $12 million before they started generating cash. William, I have not studied the income statements of ARBA so will not comment on their cash flow. However, I do have little confidence in your ability to understand cash flow in general. See Amazon and you telling me it was cash flow positive. Amazon has never been cash flow positive. Glenn