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To: H James Morris who wrote (124381)	5/1/2001 8:52:02 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 164687

>> I don't pay much attention to a global strategic alliances these days. Speaking strictly from a position of ignorance, this deal could be important to Ariba. Remember that the relationship with i2 contributed to arba's high price. When that ended, arba crashed. So now if arba can cross-sell bea software, it may substitute for i2. Like I said. Strictly from ignorance. But arba is over 8/sh pre market. So I'm going to buy a thousand at the open, and trust my fate to the wind. That strategy served many people very well for 3 years. So why not now?

To: H James Morris who wrote (124381)	5/1/2001 9:07:36 AM
From: gladman	Read Replies (2) \| Respond to of 164687

Technology alliances are like rear-ends, everyone has them and at the end of the day they all stink. It's about the reps from each company going after accounts together.

To: H James Morris who wrote (124381)	5/1/2001 9:10:54 AM
From: gladman	Read Replies (1) \| Respond to of 164687

Superbly Managed Company... >>Three Exodus Communications Officials Leave Internet Firm Amid Restructuring By MYLENE MANGALINDAN Staff Reporter of THE WALL STREET JOURNAL Exodus Communications Inc. said three top executives -- its chief financial officer, its chief operating officer and its head of marketing -- have all left the company as the Internet-hosting outfit tries to restructure its top ranks. The Santa Clara, Calif., company announced Monday that Chief Financial Officer R. Marshall Case, 42 years old, is leaving the company for personal reasons. Mr. Case didn't return calls seeking comment. In addition, President and Chief Operating Officer Don Casey and Executive Vice President and head of marketing Beverly Brown left the company last week. Exodus didn't announce those departures, but they were confirmed by a company spokeswoman. Mr. Casey and Ms. Brown couldn't be reached for comment late Monday night. Exodus said that Dick Stoltz, senior adviser for strategy and finance since he stepped down as chief financial officer and chief operating officer in January 2000, has resumed the responsibilities as financial chief and executive vice president of finance on a temporary basis. The company said Mr. Stoltz will oversee its daily financial management until it finds a permanent successor for Mr. Case. Ellen Hancock, the company's chairman and chief executive officer, said that management changes were needed to take the company to its "next level" of growth. She said Mr. Casey decided to leave after his responsibilities changed. Ms. Brown left for personal reasons, she said. Ms. Hancock added that Mr. Casey and Ms. Brown's responsibilities have been divided among other top executives.