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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: lkj who wrote (37039)12/26/2000 9:48:10 PM
From: mtnlady  Read Replies (2) of 54805
 
"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."

I fully expect Siebel to be a major player as well. CRM will be a critical factor in the b2b sector. And many sub sectors of the CRM market have high barriers to entry. Example... isn't this the month that Oracle was supposed to "bury" Siebel?? <vbg!>
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