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Technology Stocks : Ariba Technologies (Nasdaq-ARBA) -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (1592)	1/12/2001 10:43:21 AM
From: Stephen M. DeMoss	Read Replies (1) \| Respond to of 2110

I also bought at 375/8 and before I bought at 413/8. I really don't get how a company which blew away estimates and projects well for growth in a slowing growth atmosphere, could sell off (even in a down market). It should be trading at 50 this morning. How many upgrades and downgrades did we get today? Steve D.

To: Tim Luke who wrote (1592)	1/12/2001 10:53:20 AM
From: Arrow Hd.	Read Replies (2) \| Respond to of 2110

Added almost 10K shares to my portfolios this morning at 37 and change. Seems to be holding here. Hopefully all the self-flagellation runs its course at this price. Ariba is in the sweet spot of BtoB E@Commerce offerings which drive tremendous productivity in the old economy companies which often gets over looked. The only hickey was the receivables issue but the old economy companies pay better so I don't see how this warrants the downgrades. Classic sell on the news. JMHO of course.