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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Michael H who wrote (37145)	12/29/2000 9:05:51 AM
From: Mike Buckley	Read Replies (2) of 54805

What ARBA is doing seems to be to deliver a unfinished product to win customers over C1 and take care of product improvements later. I don't have an opinion about Ariba's product but I've enjoyed following the discussion. From an outsider's point of view, I get the feeling that some are thinking Ariba is using the correct strategy while others think not. My take is that, if Ariba's product is truly inferior to others' products, it's not a question of whether Ariba is executing the proper strategy as much as whether or not they are executing that strategy as well as their competitors. Clearly, none of the procurement products are wholly refined products at this stage in the adoption life cycle. But if the tornado is in progress (as I think it is) and a particular comeptitor's product is shipping as fast or faster than Ariba's, and if the competitor's product is indeed far superior, and if a competitor's value chain above and beyond the customer portion of it is far superior, Ariba will have a tough time of it in the future. --Mike Buckley

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