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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Benny Baga who wrote (1549)3/9/2000 11:42:00 PM
From: Teflon  Read Replies (3) of 1817
 
Benny, my whole issue with this segment of the market is that every ASP based software business model that is focused on eProcurement of MRO/nonMRO product, from ARBA/CMRC to ITWO, will eventually offer the same value proposition that a Checkfree could ever hope to offer. Once these businesses lock business channel partners into the ERP systems of their clients, Checkfree and TransPoint become irrelevant.

Just my opinion as usual,
Teflon
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