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To: Sarmad Y. Hermiz who wrote (114955)	1/10/2001 10:34:37 PM
From: GST	Read Replies (1) \| Respond to of 164684

Sarmad: My expectation is that itwo is in a much better long-term position. I cannot say that I know enough about the past quarter for ARBA to disagree with Glenn. But for a long term hold, I do not see them with the staying power and would be concerned that they have peaked, whereas Itwo looks set to grow stronger. Good luck.

To: Sarmad Y. Hermiz who wrote (114955)	1/10/2001 10:56:06 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

I did. And finally I am above water with it. Hopefully Ariba will perform better than GST's expectations. Sarmad, Ariba really is in good shape. Their market is not slowing and they are doing a good job in their space. They have a lot of new business. I believe we will do well with Ariba. It will not be like the 10 baggers in 1999 etc. but decent upside is likely. I am very much fundamental analysis oriented as you know. I chose Ariba due to their very conservative bookkeeping and the fact they truly are cash flow positive. They do deferr revenue for services not yet rendered which kesp them from turing a profit sooner. That is proper procedure, however.