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To: GST who wrote (122693)	4/3/2001 2:35:14 AM
From: Bill Harmond	Respond to of 164684

>>Bob Calderoni, Ariba's CFO, said demand for software that lets companies run electronic exchanges or marketplaces over the Internet, basically disappeared in 2001, after accounting for nearly half of Ariba's revenue during early and mid-2000. >>"That [exchange] business now has completely reversed," Calderoni said during a conference call with financial analysts. "It's not down to zero, but we're near zero." At another point during the call, he said, "We don't think that will show a recovery." That part is right on the money. Don't listen to second-hand reports. Listen to the call and Q&A.