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Strategies & Market Trends : The New Economy and its Winners
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To: Lizzie Tudor who wrote (3227)11/19/2000 8:38:03 PM
From: Wizard  Read Replies (1) of 57684
 
I am not sure what you mean. Enterprises are what make up the marketplaces. There are some start-up, un-anchored dot-coms but I wouldn't even consider that its own category.

A good way to seperate it is 'within the firewall' software vs 'outside the firewall' functionality. The advanced planning and scheduling software sold by i2 runs within the firewall because that is how i2 drew it up. If the customer wants the best procurement platform, i2 calls in Ariba. If the customer buys the procurement software from Ariba and decides it wants industrial strength supply chain functionality, Ariba calls in i2.

Supply chain software has a huge ROI so there is big demand for it. But buying a procurement platform is an easy way for a company to get started on the internet and do some transactions. (i2 is more of 'phase 2' project for enterprises, to put it in consultant-speak).

My point is that both Ariba and i2 sell to enterprises and both are leaders in categories that are hot. I prefer the marketplace model because of the network effects inherent a multi-enterprise architecture. i2 has a more complex sale but its also one that offers major value so its deals can be enormous (like some of its recent announcements).
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