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To: Danny who wrote (115160)	1/12/2001 1:24:33 PM
From: GST	Read Replies (1) \| Respond to of 164684

Danny, the revenue recognition is not black and white. It will have some warping impact -- not decisive. The stock is being downgraded and dumped because its prospects from a fundamental perspective cannot match other companies that have moved beyond ARBAs market niche. For ARBA, from a strategic perspective, this is probably about as good as it gets. The move today is just correcting the hype.

To: Danny who wrote (115160)	1/12/2001 1:32:41 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

There is no slowdown in ariba's business. The company said so last night. Forget the guidance. Lawyers write guidance, just like they write 10Q's.

To: Danny who wrote (115160)	1/12/2001 1:58:13 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Danny, I guess it was the deferred revenue that caused the concern. Bought Ariba this morning at 38 and change. Great timing right? >B2B company Ariba (ARBA:Nasdaq - news), which beat expectations but was hit with downgrades, was off 18.7%. The B2B company reported earnings of 5 cents a share for the quarter, besting expectations for earnings of 2 cents a share. In a commen today, ABN Amro acknowledged the quarter, but said "we are concerned with a perceived slowdown in sequential revenue growth when deferred revenue is taken into account." Sequential revenue growth (or quarter-over-quarter) increased 26%, slower than in previous quarters.