<<anything that is "internet-enabling" and do fairly well? Is it that people's investment in I2 represents brilliant investment acumen, or is it that the tsunami of the Internet lifts all boats?>>
Stan; e-mania may indeed raise all boats, but tides also go back out. The internet sell off last summer showed us that.
i2 represents a brilliant opportunity, managed by a brilliant CEO, who has managed to be stay the leading edge.
The question is, will pragmatists in pain (low margins, lack of e-presence). Stampeed to the, now well proven, new Business Model best exemplefied by Dell.
Barnes and Nobel having to sell of half? of its e-business, pre IPO, because of bad timing (bad luck really). Or market darling Starbucks losing ~25% of their market cap, because the analysts didn't like them spending money on an e-iniative, illistrate the pragamatists dilemma.
Oracle and IBM are engageing in a no holds barred battle for "turn key solutions" to this problem. And may be the only organizations large enough to handle the sheer volume of this torando.
i2 and now Sieble are the core tech of IBM's "best of breed solution".
SAP recently signing on with IBM indicates that they will never catch up in time and are threatened by Oracle, who owns most of SAP's data bases.
This tornado may develop to fast for the ERP's to "subsume" Sieble and i2, in which case the pragmatists would be forced to establish them as the standard. And so get on with the tornado while the market is still strong, and will support the investment.
Many feel that Oracle is promoteing "vaporware" and IBM recently announced it would give away 1 million dollars worth of e-services to a few good business plans, to prove its ability to provide the solution, I imagine.
Sorry about the spelling and broad brush, but its 0 darkthirty out here on west coast and I'm off to work.
I should flesh this out and document the players, NEON and ASDV come to mind off hand.
Anyway Stan this is a HUGE piece of both B2B and B2C and just coming into play.
Enjoy
Doug
BTW I know this would also fit the other thread but all the key players are now or future Gorillas |
