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To: 10K a day who wrote (112301)12/1/2000 8:03:58 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
Ariba has proved that their MODEL totally sucks.
How can you lose 450 Million dollars in 9 months and say that your model works.



Actually, Ariba's model is working very well. A lot of money is going into R & D but they are conservative in their accounting. The losses are somewaht overstated rather than understated due to the amount of deferred revenue they booked and the fact it is a liability.

Glenn