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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (8062)10/11/1999 1:03:00 PM
From: pala  Read Replies (1) of 54805
 
A quick follow up on the SCM gorilla - i2.

Bruce I'm just trying to get a handle on this B2B thing in very broad terms.

Would it be fair to say that Ariba is basicly displacing salesmen, fax machines and phones with the internet? And using economies of scale and the network effect to drive it?

Nothing real discontinous at Ariba? I understand the Godzilla thing and they are very attractive.

If this is so then Ariba and i2 could be complementry as i2 is in the efficency business.

Doug
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