Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (10382)	1/22/2002 4:27:55 PM
From: Bill Harmond	Respond to of 57684

Around 1850 would be 10%. You're right that Ariba's numbers weren't dazzling, but I was very encouraged. The company's not broken by this recession. I think that now were moving into expansion again, the savings form B2B will justify implementation. If you're not buying anything it makes sense there's little reason to spend money to make buying more productive! I bought a bit more Ariba at 6.26. Also... 16:04 ET FreeMarkets (FMKT) 18.30 -1.25: Reports Q4 (Dec) earnings of $0.09, three cents better than the Multex consensus of $0.06; revenues were $44.8 mln vs the consensus of $45.5 mln; company reaffirms FY02 guidance of $200 mln in revenues and $0.20-0.25 EPS.

To: Lizzie Tudor who wrote (10382)	1/22/2002 6:55:56 PM
From: Bill Harmond	Respond to of 57684

18:04 ET Semi Equip Book/Bill : The North American semi equipment book/bill ratio rose to 0.78 in December from 0.73 in Nov; that's a bit better than the 0.75 consensus. Perhaps the best news is that the ratio rose this time due to an increase in bookings to $652.4 mln from $609.3 mln, rather than a decline in billings. SEMI, the organization that collects the data, noted the assembly and test markets as the best performers.