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To: Danny who wrote (115152)	1/12/2001 12:33:27 PM
From: GST	Read Replies (2) \| Respond to of 164684

Danny: Revenue recognition could be an issue -- but it is not the main issue. I think the more general concern is that ARBA is no longer in the sweet spot of the market for strong long-term growth. There is a sense, with some foundation, that this is as good as it is going to get for ARBA. There must also be some profit-taking. The announcement was hyped and ARBA was up recently on the back of ITWOs pre-announcement. I don't think the story is simply a misleading change in revenue recognition, even if this does indeed lead to some distortion of future prospects.