Mohan,
I've really stopped watching the daily action in ITWO. It's going up, and that's nice, but ITWO has been placed into my long term hold bin, so I'm focusing more on 3-5 yrs out.. As I've grown to understand the company, I've become increasingly confident in management, have become convinced that SCM is the place to be, and ITWO will get their share of this space.
Sorry, but I can't comment with any intelligence on middleware, but I don't think ITWO would be considered that. I was under the impression that middleware would help a "best of breed" company like ITWO, however, by enabling ITWO to interface with other vendor's products more easily. I've heard of a company called Crossworlds discussed in these terms, but don't know what's really out there in terms of "middleware" investments.
Shane |
