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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (37068)	12/27/2000 9:55:57 AM
From: mtnlady	Read Replies (2) of 54805

Thanks Tinker - very informative post. "Now Tibco, may be a player in this space that may become the biggest winner of all? Hard to say, but middleware may be the biggest, yet to be recognized B2B software yet." I would love to hear more about Tibco, their role in the middleware market and your, and your wifes, definition/role/purpose/market niche of middleware. I think you have brought up an important point. Just a side note... in essence your point is that Oracle's offerings equal.. roughly.. ARBA, ITWO and SEBL combined. Except Oracle's offerings are not as robust as any of these. It would seem that Oracle's 'best bet' would be from the supply side of the 'thing' as their background is the backoffice/ERP model no? I know they are still pretty clueless when it comes to CRM - I can't speak to the ARBA side of the equation (I agree that ARBA's piece seems, I say that as a novice in this area (!), the 'easiest' to replicate).

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