The New Economy and its Winners Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bill Harmond who wrote (9714)	11/23/2001 6:47:42 PM
From: Lizzie Tudor	Read Replies (2) of 57684

As someone who knows the junk b2b companies well (too well), I wonder if you see fmkt as a niche player or in the mainstream. If I were to buy into b2b I would do it in the following manner - 1. beas - web services infrastructure 2. webm - similar to beas, web infrastructure at the platform level 3. iwov - content infrastructure 4. an enterprise app company of your choice - sebl/itwo/sap etc. If a b2b strategy of any kind goes into a fortune 500 company right now, I can almost guarantee it would include each of the 4 products listed above. Beas and webm might be bundled in ariba or fmkt, for example and some customers skimp and buy a cheaper content solution than iwov but the general high-end buyer would go with these. Otoh, fmkt is nichey at the app level and competes with every other app player out there. Thats not to say you can't make money with fmkt but to ride the b2b sector in a general way you need to be at the platform level vs. app - thats where beas,iwov,webm are. Lizzie PS stirring things up on the amzn thread I see.... whenever you go over there its 100+ messages in an 8 hr period... theres no way to keep up... wacko-land over there

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next