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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (36901)	12/26/2000 4:11:44 AM
From: lkj	Read Replies (2) of 54805

Hi Tinker, Jumping into this discussion after reading your post. In my opinion, B2B is about bringing supply chain to a global level (or "E-fullfillment", as someone may prefer). E-procurement, which is addressed by Ariba and Commerce One, is only one stage of the supply chain. The biggest technology player in B2B will be Oracel. I2 may play a part. BEA may play a part, and even SUN (iPlanet) may play a part. Ariba and Commerce One have little technology in their products. They have zero entrance barrier. From a market maker stand point, GE may work out as a big player. It has the buying power. As far as for the I2/IBM/Ariba alliance goes, I think it's as good as non-existence by now. Besides supply chain and CRM, Oracle is also weak in global logistics and import/export regulation. For global logistics, Descartes System is better. Last I heard, Oracle is having a tough time building Hutchinson's logistics portal. Regards, Khan

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