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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (34331)11/4/2000 1:20:16 PM
From: mtnlady  Read Replies (2) of 54805
 
Thanks Bruce - excellent post. Q: Did you ever write your gorilla report on ITWO? That would give me a huge jump start for sure. (heck scratch notes, white paper, back of napkin notes? <g>)

"Finally, study the application solutions of ebusiness to see the threat to ERP and who the vendors are that are leading this sea change."

Yes.. this is what I really like about ITWO. At least from what I know of them. Not only has their recent acquisition crowned them as a gorilla (my opinion only mind you) but I believe they will (are) replacing more traditional ERP vendors. In my 'simplistic' way of thinking I see SEBL being the 'front end' to b2b e-commerce. ITWO being the 'back end' and ARBA and CMRC being the trading exchanges and specialized apps. Your thoughts?

p.s. What a monster if ITWO and SEBL ever 'formally' joined. That idea has been shot down by TD (trader Dave - one of the most knowledgeable SEBL folks on SI) as he believes Tom's ego would never allow a 'sharing of power'. Building a huge value chain and some very special and close relationships (e.g. IBM) - yes - merging. No. Not as long as Tom is at the helm. I would tend to agree... Unless Tom was the one buying out ITWO that is..
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