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To: Bill Harmond who wrote (122421)	4/2/2001 1:13:42 PM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

william, contributing ideas is worthless or worse if those ideas are dead wrong in the market. i have no easy answers right now. you still seem to think you do. this is an idea i contribute here. good luck, rob

To: Bill Harmond who wrote (122421)	4/2/2001 1:26:56 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>I'll answer. Bill, answer me this? What's going with Ariba? I leave here for 3 days in space and by the time I got back its fallen apart. As a matter of interest, would you please share with us how much you took off the Ariba table? Btw Was it Ariba that you said was superbly managed? >This bleak outlook at Ariba comes during a period of dramatic change at the company that spilled into public view last November, when co-founder and CFO Ed Kinsey left the company, saying that he wanted to spend more time with his family. In the 10 months leading up to his departure, though, Kinsey sold $30 million in Ariba stock. And Krach himself was recently highlighted in a Wall Street Journal story as having sold $100 million of his company's stock. All of that makes some analysts wonder how far behind Kinsey Krach might be, especially given the tough economic environment that still lies ahead. "I'm not sure this is much fun for Keith anymore," says Mark Verbeck, an analyst at Epoch Partners. "All of these guys have taken plenty of money off the table, so they don't have to be there. The only reason to be there is because it's fun. I think it's safe to say things aren't that fun right now." (His firm hasn't done underwriting for the company.) With the outlook for the company week so bleak, and other earnings warnings sure to come, it doesn't look like the fun is going to return any time soon.