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Strategies & Market Trends : Drillbits & Bottlerockets -- Ignore unavailable to you. Want to Upgrade?


To: Logain Ablar who wrote (995)1/16/2001 10:37:09 AM
From: John Pitera  Respond to of 15481
 
HI Tim, the ARBA call was pretty good, the DSO's are going toward 70 which is the industry average.

They stated they would be doing this in the last 10-Q, I believe. Sequential growth is slowing, as the company
get larger and matures a bit.
also there were lower-than-expected network revenue (specifically transaction fees) from the Ariba Commerce
Services Network

Did you see the huge volume on friday 84.8 million, I believe.

the shares floating are:139.9 million, so 60.6% of the floating shares of ARBA changed hands on Friday.
that's pretty amazing.

Shares Out.........249.784 Mil
Float..................139.900 Mil

John