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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (654)	11/13/1999 7:58:00 PM
From: gdichaz	Respond to of 1817

Mike: Hey, I'm a more than a little confused, I am way off base out of my area. Just goes to show that for a guy like me, a concentrated area is much much better. Need to stick to my last. (Still trying to learn about e commerce - but shows that sticking to the nurturers as I have done so far has been a good idea for me) Since you asked, here is the link to my original game started in May of last year when your front office game started: techstocks.com And just for fun, here is how my One, One and One game stands: techstocks.com Respect and best regards as always. Cha2

To: Mike Buckley who wrote (654)	11/14/1999 8:59:00 AM
From: sand wedge	Respond to of 1817

Mike, I think you are beginning to see a logical convergence between the B2B space and the supply side, just as you are seeing ERP move into every direction (fodder for another discussion). It makes all the sense in the world for i2 to move very quickly into the space currently inhabited by arba and cmrc. In fact, I'm beginning to think they will be there quicker then expected. Don't be surpised btw, if you also begin to see this kind of convergence from the IRM world as well. If you think about asset management, it's only logical to manage the asset from acquistion thru the asset life cycle.