no problem el capitan!!!-- MANU is one of the big acquistion possibilities... WEBM is also in that camp.
Enterprise Software/B2B
Eye on Enterprise Software...A Weekly View
February 2, SUMMARY
2001 * Thought Piece: The Current Competitive Landscape for
E-Business Software. We believe ARBA's proposed acquisition
Gretchen of AGIL represents the beginning of a consolidation trend.
Teagarden In this report we assess the competitive landscape and
outline 18 key competitive factors.
* We also provide a Competitive Matrix that shows how the
leading vendors in the E-Business Software space measure up
against our 18 competitive factors. For a copy of the SSB
Enterprise Software/B2B Competitive Matrix, please send your
request in an email to gretchen.teagarden@ssmb.com.
* SSB Enterprise Software Research Summary: ARBA acquisition
of AGIL; BEAS mgmt visit; WEBM reported strong 3Q01 results,
raised estimates.
* SSB Enterprise Software Index: Last week, the Index improved
1.2%.
* This week's full version of Eye on Enterprise Software...
A Weekly View is now available from your SSB representative.
THOUGHT PIECE: CURRENT COMPETITIVE LANDSCAPE FOR E-BUSINESS SOFTWARE
* We believe Ariba's proposed acquisition of Agile Software and i2's earlier
acquisition of Aspect Development represent the beginning of a trend toward
consolidation in the E-Business Software space. After assessing both
market sentiment and customer demand, we believe consolidation will
continue and intensify.
* Other potential acquisition candidates include AutoDesk, Clarus,
FreeMarkets, I-Many, Manugistics, PTC (Parametric), and webMethods.
* We believe the competitive landscape for B2B functionality is thriving and
the race is now on to be the first to provide the complete solution. In
this piece we assess the competitive landscape in the E-Business Software
space and outline what we believe to be the 18 competitive factors in
delivering the complete B2B e-commerce platform. These factors are ranked
in three groups based on level of complexity and barriers to entry.
* In our opinion, i2 has the most comprehensive offering with its strong
background in supply chain management applications, which contribute to
several of the 18 requirements, and partnership with IBM.
* We also provide a Competitive Matrix that shows how the leading vendors in
the E-Business Software space measure up against our 18 competitive
factors. |
