ERP is something I have been involved with for some time.
Market is B-R-U-T-A-L, services worse than products, so you will see a number of services companies (possibly NobleStar) IPO'ing a 'product' as a spinoff--if I knew enough to short those would be #2, INSP #1 :)
SAP Oracle Baan PeopleSoft JDE is what I know, and CA is the darkside...BWUHAHAHAHA
The middlemarket is the next battleground, JDE and a few others have the advantage as their pricing/independent consultants used to lower rates...SAP, Oracle Baan and PS contractors will resist the lower rates for about a year and then buckle...probably by Jan 2000
First quarter 2000 will be fireworks in that market and EPIC will be in the pool with everyone else...but the middlemarket may not care about all the 'other' value adds that they can bring to the table.
Basically they have to deliver a turnkey solution around $300,000US, INCLUDING implementation, this is one half to one tenth of what it may have cost a tier one company. I hear Nortel already spent $100m+ and Boeing, who knows ?!
You probably know most of this, and it is only my opinion.
EPIC, unless they have a price advantage will do OK but maybe not be the gorilla in the space, imo
ynot :) |
