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Technology Stocks : WebMethods,Inc. (WEBM)
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To: Lizzie Tudor who wrote (133)9/1/2000 4:15:13 PM
From: Wizard  Read Replies (1) of 161
 
You see WEBM developing and taking value away from that provided by the traditional apps companies??

I view WEBM as a play on the inherent connectivity needs of a world converging upon the internet. Integration was never really that interesting until the internet.

However, the large players in SCM are not only strong, they are getting stronger. Companies like ITWO already made it through the toughest transition imaginable; the double whammy of y2k and the switch to the internet. Future transitions will need execution but i2 is up to the task. They have an inherent advantage because they are closest to the needs of their customers.

You may prove right though. Watch Kleiner Perkins now that they have Ray Lane on their side...
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