Thanks for the link!
>S_C, I don't know whether you read the I2 thread. Here is part of a post I thought summarizes things well. The I am
getting to the conclusion that the shotgun approach might be best. I2, Ariba, CMRC and WEBM.
The "shotgun approach" makes a lot of sense for the B2B stocks IMO, given the rapidly evolving nature of the sector making it difficult to spot the eventual winners. Here's an article I came across.
>Mahoney said Ariba and Commerce One offer great
software for buying "indirect materials," or office
supplies, over the Internet, something he called
"low-hanging fruit."
But there's a lot more to B2B. For instance, companies
need information on inventory projections and lead
times, and they need to be able to swap information with
suppliers. The real opportunities lie in software that
offers these capabilities, he contends.
And companies like i2 Technologies (ITWO:Nasdaq -
news), Manugistics (MANU:Nasdaq - news), Tibco
(TIBX:Nasdaq - news) and Vitria Technology (VITR: -
news), which make complex software to manage
inventory and supply chains or to integrate systems that
do, are better positioned, he says. (Wit rates i2 and
Vitria strong buys, Manugistics a buy and doesn't cover
Tibco. Of those companies, Wit has done underwriting
only for Vitria.)
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