There was an interesting article on the front page of this morning's Wall Street Journal about how GM and Ford are focused on moving their purchasing, and sales, to the web. Not a mention of Cisco, but I believe it was one of the most bullish articles I have ever read for networking companies.
As a for instance, GM has directed all it's suppliers, over 100,000, to move their entire interface with GM to the web by the end of 2001. They also expect them to work with *their* vendors through the web.
These are just two companies, but their vendors and vendor's vendors represent many, many businesses. I'm sure the same plans, if not actions, are taking place all across US industries.
If anyone was access to WSJ interactive, and can post this article, I think it is worth the time. It makes it clear, to me at least, that the major potential for internet infrastructure companies is still in front of us.
John |
