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Technology Stocks : Vignette Corporation (VIGN)

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To: Winston Lee who wrote (191)	1/19/2000 10:19:00 AM
From: Wizard	Read Replies (2) of 628

>>what's your take on CMRC & ARBA? Ariba is one of my largest holdings. I missed the CMRC gravy train but I thank them as that GM announcement (along with the Ford/Oracle deal) catalyzed the Fortune 1000 into checking out this B2B thing. I own ITWO as well. I am positive on CMRC as well but I think I have enough exposure to ecommerce. >>To what extent is having ERP expertise (such as as SAP) an advantage compared to CMRC & ARBA? I think its actually a disadvantage. Having a legacy mindset in an economy where the rules have changed is baggage. I expect SAP to overcome this disadvantage and do ok in a booming industry, similar to how Oracle did ok, but not fantastically, in ERP apps.

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