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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (37151)	12/29/2000 11:31:00 AM
From: Michael H	of 54805

Even if we agree that ARBA is executing by the rules, I do think there is a thread not from C1 but from ITWO to ARBA. Again, as described in the Tornado book, MSFT took the approach: (1) Recruit partners to create a powerful whole product. (2) Institutionalize this whole product as the market leader (3) Commoditize the whole product by designing out your partners. To achieve (1) C1 partnered with SAP, ARBA with ITWO (or SAP partnered with C1 and ITWO partnered with ARBA?). MSFT successfully "designed out" their partners Lotus (first with Excel vs. Lotus 1-2-3, now Exchange vs. Lotus Notes), Novells Netware, dBase databases, Stac with Doublespace (aka Troublespace), Borland C Compilers as well as trying to partner out Oracle databases with MS SQL Server, HP printers using GDI interfaces etc. SAP is trying to design out ORCL databases with its newly acquired SAP-DB (former ADABAS). It will be by far easier to partner out ARBA for ITWO with a better solution of it Tradematrix software than for ARBA to come up with a competitive supply chain management software. On Topic: Message 14824133 Michael

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