Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (37805)	1/11/2001 4:18:01 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

B2B software company Ariba had a good report tonight. .05 cents and revenues of $170.2 M (625% increase). Sees full fiscal year EPS at .25 - .26 (higher than previous guidance). I know Mike had questioned a quarter or two ago if we were seeing signals of a tornado with Ariba. Last three fiscal years (ended September) had total revenues of $8 Million, $45 Million and $279 Million. This fiscal year they see full year revenues of $780 - $790 Million. Certainly looks like some nice hypergrowth. 1998 - 1999 full year revenue growth of 462%. 1999- 2000 full year revenue growth of 520%. 2000 - 2001 full year revenue growth of 183%. Of course, it remains to be seen if this full fiscal year meets their guidance below in light of the economy. At least the next Q guidance is only up a conservative amount from the previous quarter. Financial Guidance In Q2 fiscal year 2001 we expect revenues in the range of $180-$185 million in revenue and EPS in Q2 in the range of $0.06 per share. For FY2001, our revenue forecast is $780-$790 million. Our outlook for earnings growth is $0.25 - $0.26 per share for the year. biz.yahoo.com BB