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To: Victor Lazlo who wrote (115552)	1/17/2001 10:57:54 PM
From: Glenn D. Rudolph	Read Replies (3) \| Respond to of 164684

ITWO is down over 7% in after hours ater the big runup today. This mkt is not easily impressed. Victor, There are problems with I2s report as there were with Ariba's. Let me preface with the fact both were excellent. However, Ariba booked most of last quarter conservatively and therefore deferred revenue increased significantly. Ariba did guide going forward they were going to book revenue all at once and were cautious int heir guidance. I2 reported last quarter aggressively. I huge increase in sales but almost no increase in deferred revenue. This on a relative basis inflates the bottom line.I2's guidance was more positive but that is only guidance. Both Ariba and I2 are changing their methods of bookkeeping. Ariba stated it outright and I2 just let it occur. I do not know how this will play out but if Ariba had maintained deferred revenue as I2 did, Ariba would have made 4 cents more per share. Glenn