Grainger, SAP, Oracle, Dell Corporation, Staples.com, Commerce One, Ariba. Federal Express, Ventro, Juniper Networks, ChemConnect, e-steel, Computer Sciences, barnesandnoble.com and Bowstreet Technology all use webMethods. To get the guaranteed delivery of transactions, partners need webMethods technology on the other end so these companies facilitate viral marketing for webMethods.
my point is, WEBM has a lead and if they innovate, they stand a good chance at winning this game. whether they win in the long run really doesn't matter to the stock price for the next 6 quarters. WEBM is executing well and has won thus far. My bet is that they leverage their current position into more and more. This management team gets it. |
