NY Times: How Killer B-to-B’s Slid to the Endangered List - “However, Scott Phillips, an analyst with CIBC World Markets, said he expected Ariba to get a share of exchange revenues regardless – if not from a per-transaction fee then from a share of flat fees that exchange participants will likely pay in the future. Such recurring revenue, Mr. Phillips said, gives the company ‘a compelling business model.’ He has a 12-month price target of $150 on Ariba.”