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To: Mark Fowler who wrote (136337)	1/1/2002 9:11:05 PM
From: H James Morris	Read Replies (1) \| Respond to of 164685

>>(speculation on your part -- right? No! I called Gestner and asked him personally if he was going to buy Ariba! Of course its speculation on my part but I'm speculating there will be a lot of consolidation this year in Software. There's too many public software companies selling software and not enough buyers. The mature will pick off the young they still feel has promise, and they won't have to pay as much as they would have during the bubble. Or, they can get buy it this way. Yup, Kleiners CLIC which I bought on its IPO and sold at $70, and everyone at the time thought I was crazy. The last I looked it was on sale for .17c. >>New York, New York, Dec 14, 2001 (Market News Publishing via COMTEX) -- Calico Commerce, Inc., announced that it has reached an agreement with PeopleSoft, Inc., the leading provider of collaborative enterprise software, whereby PeopleSoft intends to acquire the intellectual property and certain assets of Calico Commerce for approximately $5M in cash. As part of the agreement, Calico Commerce will file a voluntary under Chapter 11 of the U.S. Bankruptcy Code and obtain Bankruptcy Court approval of the sale