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To: Mark Fowler who wrote (7946)	7/19/2001 12:00:17 AM
From: Bill Harmond	Respond to of 57684

A large business can take a broadband connection and put all its telephone traffic on it. That has the RBOC's (or however they now exist) terrified. They don't want to compete with their bread and butter. What's to stop electric utilities from offering broadband, especially in dense business districts? They have the rights of way to every building just like the RBOC's, they have the money, they have the motivation (a real growth utility), and it's a new business for them so none of the business baggage.

To: Mark Fowler who wrote (7946)	7/19/2001 10:29:21 AM
From: Bill Harmond	Read Replies (2) \| Respond to of 57684

From Briefing: Ariba (ARBA) 4.81: Business-to-business (B2B) eCommerce solutions provider reports Q3 loss of $0.10 a share, $0.02 better than the First Call consensus of ($0.12); revenues rose 5.8% to $85.33 mln from a year-ago of $80.67 mln; "While our pipeline has increased, market conditions remain difficult. Therefore, we will continue to reduce costs throughout the organization, positioning the company to benefit when IT spending opens up," said CFO; separately, Ariba announces departure of Larry Mueller, president and CEO; Keith Krach, chairman of the board, will act as interim CEO; see press release.