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To: GST who wrote (110756)	10/18/2000 4:40:59 PM
From: Danny	Read Replies (2) \| Respond to of 164684

GST, ARBA's earning is super. Both earning and rev number come in much higher than the estimate, with revenue number the most impressive, about 34% higher than the estimate and 67% sequential growth compared to last quarter. Dont know why it 's down in afterhours, but I would be very suprised if ARBA closes down tomorrow in regular hours trading.

To: GST who wrote (110756)	10/18/2000 5:01:06 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

GST, I was afraid of the current market environment in that even good numbers are not sustaining valuations lately. I sold 1/2 my ARBA just prior to close. One reason was every firm has sold off even if numbers are good and I wanted to reduce my personal stress. I must say the numbers for ARBA were great. They do a good job of properly recording revenue which can't be said for a lot of firms. Valuation is high as has been pointed out and after hour trands are down 10 points for whatever that is worth. I believe in ARBA long term and will buy back in when I can. It was a last minute flip a coin. Some other holding I have tanked a lot today even with good numbers. If after hours means anything, you can do well with those puts short term. In short (no pun intended), we can both do well. I still own gold but for different reasons;-) Glenn