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To: fedhead who wrote (83149)	11/4/1999 2:11:00 PM
From: Lizzie Tudor	Respond to of 164684

Hi Anindo, With regards to online purchasing software (which is all Ariba is), Oracle can knock off the product pretty easily and sell the Oracle purchasing solution to Oracle apps customers. You probably wouldn't buy the Oracle product if you have some other ERP though. I've thought for a while that Ariba was way way overvalued since they merely produced a nichey enterprise product which is different from other purchasing solutions only in that it uses the web. The only thing is they have an online catalog and once they sign up a bunch of vendors like Dell, they can differentiate themselves that way. Thats why these detroit deals with commerce one and Oracle are so huge, because GM is putting all their stuff in the cmrc catalog... and once its there, anybody that wants to buy GM parts or whatever will need to access cmrc (I'm not sure who pays for this, or what the cost structure is). I'm still getting into the Ford Oracle deal but this looks good. It means Oracle is being agressive here... also Oracle has alliances with I2 and Agil so they are doing the best of breed thing in apps. So, at this point I see Oracle going up. The problem is Oracle is really 2 companies, engine and apps and so you don't see the froth as in the e-commerces. But the engine business owns all the transactions for everybody (arba, cmrc etc) so that has to improve too. I guess Orcl can double from here.