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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Michael H who wrote (37145)12/29/2000 10:03:18 PM
From: lkj   of 54805
 
Ignore the customer means, don't diversify your product for a speciality market, deliver a standard product, tell your customer to eat or die.

Hi Michael,

Thank you for explaining what "ignoring the customer" means. From what I have seen, I would say that Ariba is doing a great job at ignoring the customers.

This strategy may be fine when there is no strong competitors. In the B2B market today, there are many stronger competitors such as Oracle, i2, Siebel, SUN, and BEA. And an even more important issue is whether the procurement-focused B2B strategy will really deliver the efficiencies that corporation are demanding, or maybe a fulfillment-focused B2B solution will really do the job. I believe in the latter, which is the most important reason as to why I think Ariba will not be a crucial player in B2B.

Regards,

lkj
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