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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jacob Snyder who wrote (25148)5/22/2000 2:31:00 PM
From: Mike 2.0  Read Replies (1) of 54805
 
Jacob, as Thomas mentioned already, it is certainly possible now to outsource IT support for an R/3 system. But the real value for ERP customers isn't to merely "have one throat to choke" by bringing in an EDS, Arthur Andersen or similar to struggle with R/3 instead of a hired IT employees, but to "rent" the ERP system itself from an ASP. Qwest's Cyber.Solutions group does exactly this for R/3 for example. I do question their choice of R/3 as being a viable choice "for the masses" unless you are willing to accept a rigid standard R/3 system.

However, the ERP vendor whose name seems to come up most often in ERP-as-ASP discussion is JE Edwards (JDEC). AFAIK their new OneWorld system is not nearly as user-, net-, and implementation-hostile as R/3. I attended an ASP seminar/show some months back and most of the ERP vendor buzz centered around hosting JDE OneWorld. I do not remember SAP mentioned anytime in a meaningful way. In fact JDEC is hosting its own s/w as its own ASP. Also JDEC is in the lead IMHO as far as partnering with best-of-breed partners (Siebel, etc.) versus succombing to a "not invented here" syndrome so prevalent in SAP and ORCL as well. All this said I should add I have a small position in JDEC at 12 1/8. I have no interest in SAP as an investment.
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