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Technology Stocks : Ariba Technologies (Nasdaq-ARBA) -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (548)	11/19/1999 12:19:00 PM
From: Wizard	Respond to of 2110

Tradematrix.com is their new intelligent portal. Its unclear how much ITWO wants to compete for being the CMRC/ARBA piece. i2's view of the world is that the efficient fulfillment of ecommerce is the tough part and they are the dominant player in this. These ORCL/Ford and CMRC/GM announcements were just that - nobody has figured out what is actually going to get installed and end up working. i2 as a partner should make a lot of sense to CMRC and ARBA. My bet is that there are going to be some huge wins coming for ITWO and ARBA very soon. The skinny on the ORCL/Ford deal was that ORCL basically gave it away and then told everyone to expect big revenues down the road - kudos to ORCL for good execuation and great marketing. CMRC had to give up 20% of the company and make the GM deal exclusive to GM - therefore, they took themselves out of any other automotive deals. I would expect Daimler/Chrysler to now be an ITWO or ARBA or ITWO/ARBA win. ARBA's got some big stuff in the hopper. ITWO is likely to get the fulfillment optimization piece of many of the ARBA or CMRC manufacturing wins. Oracle hates i2 and ARBA so they are going to have to partner with others (however, those partners haven't been announced yet). ORCL will win deals based on price because the others can't compete on that (although CMRC apparently isn't against major dilution and exclusivity from other deals). Good move by CMRC cause they really have nothing to lose. I just wonder how they are going to be able to negotiate future deals from a position of strength after giving GM such a sweetheart deal.