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Technology Stocks : Network Appliance
NTAP 109.72-1.6%3:59 PM EST
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To: Boplicity who wrote (4636)10/2/2000 11:50:58 PM
From: kas1  Read Replies (1) of 10934
 
OT on B2B I own both PPRO and CMRC since I like the rev. sharing aspects compared to ARBA

As a former investor in both CMRC and ARBA (who got burned in the spring), let me share a small insight with you that it took me a little while to realize: buying C1 over Ariba because of their pricing is a bit like buying stock in Rolls-Royce because of its pricing. That is, higher pricing (and in effect C1's pricing is higher) is a double-edged sword. It is a big source of potential revenue -- but only POTENTIAL revenue. Higher prices are a big turnoff to many potential C1 customers.

Especially damaging is this thought-result: the customers who will find C1 solutions least attractive are exactly the customers C1 needs to get to succeed. The bigger the deal flow thru a system, and the more cash the system's backer has in its pockets, the more likely that they'll go for the Ariba product over the C1. It would seem only the cash-poor system backers, with not much expected deal flow, would go for the C1 product. This is just the result of simple cost-benefit analysis on their part.

FWIW, I own neither ARBA nor CMRC (nor FMKT) nowadays, and have gone back to focusing on what's under the hood of all B2B commerce: storage and networks.
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