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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 226.19

-1.8%

Dec 12 9:30 AM EST

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To: Eric Wells who wrote (83731)	11/9/1999 8:36:00 PM
From: Lizzie Tudor	Read Replies (1) of 164684

Eric, if I had the patience I would go back to the Oracle thread last year (Oct 98 timeframe) when Oracle started declining for the first time after being a high flyer for so long. The discussion was regarding how Oracle could improve its business. Virtually everybody said focus on EDI in applications using the internet as transport - I also said this, its because when I was a technical consultant we spent a huge amount of time trying to automate cross-vendor and cross-dept transactions, customers really wanted this, even though they had to spend $$ on a Van to set it up back then. With the internet, and packaged apps in enterprise IT (Sap,orcl, and a few others) EDI finally becomes manageable and thats what B2B is - I'm not at all surprised its a meltup for these stocks. (they've improved on the old edi too with xml now) The only real issue is compensation and how it will be structured for e-commerce. High-end software used to be a seat license thing - thats obviously not workable since transaction automation doesn't even have a UI. Ariba is still a software product that gets installed as far as I know as a sort of purchasing app ... not preferable. Cmrc is a transaction-based outsourced solution - this is the best, but customers won't do it unless it means cutting out some employees, therefore commerce will need to add a lot of staff. I'm doing my best to read up on cmrc vs. arba architecture and its tough to get info. Arba used to be purchasing software which was a bolt-on to your erp (or standalone). Commerce was always transaction-based. Ironically last year people thought cmrc had the wrong model - I disagree (now).

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