The New Economy and its Winners Message Board

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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (5430)	2/25/2001 2:18:14 PM
From: Lizzie Tudor	Read Replies (1) of 57684

Bill I know you used to like freemarkets FMKT back when b2b's were hot. Its now around 500mm mkt cap in current doom and gloom climate. I recently evaluated the supply chain vendor they bought... Adexa and it looks good to me. Rumor has it ariba wanted adexa and didn't get it, why I don't know. Anyway collaborative supply chain is the place to be now and of course I2 dominates, but they can't be everywhere. My bet on pure product capabilities is fmkt+adexa could be worth more than arba+agil since agil has already dominated their space and collaborative supply chain is bigger than PDM (agile's space). I'll bet if you diversify into fmkt at these levels you will be happy... Glenn too, check it out. Lizzie

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