Gorilla Game Investing in the eWorld Message Board

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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Mike Buckley who wrote (654)	11/14/1999 8:59:00 AM
From: sand wedge	of 1817

Mike, I think you are beginning to see a logical convergence between the B2B space and the supply side, just as you are seeing ERP move into every direction (fodder for another discussion). It makes all the sense in the world for i2 to move very quickly into the space currently inhabited by arba and cmrc. In fact, I'm beginning to think they will be there quicker then expected. Don't be surpised btw, if you also begin to see this kind of convergence from the IRM world as well. If you think about asset management, it's only logical to manage the asset from acquistion thru the asset life cycle.

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