SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (110532)10/15/2000 7:11:39 PM
From: Glenn D. Rudolph  Read Replies (2) | Respond to of 164684
 
1) They are not recognizing revenue agressively. They are deferring a lot, and pushing out the
sales cycle.

Liz,

The deferred revenue exceeds the accounted revenue so it is far better than it appears. Deferred revenue is $153 million but no one here seems to count that? I like companies that are conservative. Ariba is cash flow positive so additional financing is not an issue.

I would love to compare the FA of ARBA to that of AMZN sometime but not today. I had stated on numerous occasions AMZN cannot make it, they were aggressively counting revenue and and were burning a lot of cash. Nothing has changed their. AMZN will need funds again this spring.

I have no clue how AMZN and ARBA can be compared.

Glenn



To: Lizzie Tudor who wrote (110532)10/15/2000 7:19:18 PM
From: GST  Read Replies (1) | Respond to of 164684
 
Thank you for your ARBA comments -- what do you get these days for 20-30m from ARBA? Who are their customers and what can they accompliish by doing business with ARBA -- honest questions.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News