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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (3652)	4/2/2001 3:30:45 PM
From: Augustus Gloop	Read Replies (1) \| Respond to of 33421

That would explain why the CEO of ARBA cancelled on CNBC.

To: John Pitera who wrote (3652)	4/2/2001 3:47:36 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 33421

John: Hoffman (of cmrc) indicated they still had 40% (it could have been 60, i forget) of the quarter to close around the 1st week of March (i think this is when the stock broke thru $18) so it would not be a surprice if they miss (i think 40% is too high a back end load to make). A this point I still think its the forward guidance and relationship with SAP. I read he still expects company to reach break even in 2nd quarter (this keeps with guidance from last year). They do have the ability to cut some costs. Note technically I see $6 but I've been reading this wrong for a while. ARBA is a done deal (remember they had to pull an accouting trick to make last q's #'s). The ITWO turmoil plus I haven't read of any wins lately. Notice how BEAS CEO gave a good comment late last week. I think AGIL is getting into a good range (they have $6 / share) but am just waiting for ARBA to warn. I can't see the company giving itself up for $9 share with $6 of it in cash. Good luck Tim