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Technology Stocks : CNQR - Concur Technologies

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To: TH who wrote (179)	12/20/1999 5:04:00 AM
From: Lane Hall-Witt	Read Replies (1) of 374

Ummm, I don't know anything about all of this, but it seems far too optimistic to me. KPMG works with products from many software vendors, obviously including the ERPs themselves (especially SAP). My question would be: are the ERPs content simply to allow eWorkplace to serve as their Web front-end, or are they also building Web interfaces that'll compete with eWorkplace? A firm like KPMG would likely be prepared to use the native ERP Web tools, or eWorkplace, or any other available solution -- depending on the client's exact needs. Companies like KPMG and CSCO thrive by keeping relationships with all available vendors open, not by creating exclusive partnerships with companies like CNQR. Don't get me wrong: I liked the KPMG announcement a lot and think it's important that CNQR is working with this very important firm. But I also don't want to hold sky-high expectations about what this partnership means.

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