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To: GST who wrote (131049)	9/9/2001 12:20:04 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 164684

gst, i thrashed ariba around the same time frame. from memory, absurd valuation, no sustainable competitive advantage and i think there was something hokey going on w/ recording revenues, although i could be mistaken. i know there were other obvious reasons why arba was grossly overvalued. ignorance is bliss, unless a bubble market pops. william may still be net up. he won't be before the tl&ev is over.

To: GST who wrote (131049)	9/9/2001 9:29:49 AM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

I'm not interested in 20/20 hindsight. Mine or yours. You can preach to the sky how right you were GST, and it may make you feel real important or whatever, but the point is that at that time the revenues, conservatiive accounting, free cash flow, competitive share...it was all there....just like in your dear I2. Get off your soap box. It doesn't help anyone. With favorites like I2 and Digital Island you are in no position to criticize anyone's choices.