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To: Mike Buckley who wrote (16078)	1/23/2000 2:32:00 PM
From: JohnG	Respond to of 54805

Buckley. Thanks. ITWO is costly. Don't own it. Are playing lead in an arena that increases inventory turns and reaction time--Thus, they represent instant newfound cash to their customers---a very important problem to fix for major corporations. JohnG

To: Mike Buckley who wrote (16078)	1/23/2000 2:56:00 PM
From: pkapsiotis	Read Replies (1) \| Respond to of 54805

Mike, Re: ITWO and ERP players I do not believe that the ERP players will be successful in this. I had researched the company a year ago for a job interview and this is what was my conclusion back then. I am not an expert on the subject but as a business person this is my feeling and how I understand the company in simple words -what is important is to link it to how their strategy has evolved - let's not link it to valuations for now : 1. ITWO's success in based on the fact that they were able to load the enormous amount of data into memory and thus compute the scheduling for manufacturing in a few hours rather than days. 2. Given that the next thing was to develop the algorithms that would solve the scheduling problem. The work in this field was linked through acquisitions and further development in other areas such as logistics etc. The company had a lead in this because the above factor #1 gave them more computing power thus more flexibility to try more things. 3. An important part of the strategy formulation process is the vision that the employees share. As the ITWO vision is to add 50B of value to their customers by (I think 2005) this lead to a shift of strategy towards eBPO (electronic business process optimization) that applies what the company has learned in the SCM area to all the functions of a company in a similar way that ERP does. They simply realized that they could not get to the vision simply by SCM so they went after other markets (ERP). That's why this company is so powerful. Excellent management. 4. eBPO is much better that ERP because ERP looks at the past and makes forecasts for the future. As the CEO of ITWO has stated ERP is like driving a car by looking at the rear mirror. On the other hand eBPO gets the demand in a form that of an order that is already placed and then allocates resources (inventory, machine time, HR, financial, product development time etc) based on this order. 5. This concept allows to optimize the whole company or value chain rather than sub-optimizing manufacturing, or logistics. You can have world class logistics and try to save 2-3% per year (I am picking just an example) but if you look at the overall picture this tool supposingly will tell you to allocate more resources to product development thus making the product e.g. less bulky and therefore achieving savings it the area of 10% in logistics. In summary it optimizes GLOBALLY. As more and more manufacturers are going to go direct this is going to be powerful. In summary, since ITWO's success in my opinion derives from the leap that the memory computation ability has brought and the culture of the company I really think the company will be able to survive the ERP attack. Thanks, Panos Bruce Brown, I hope that?s the idea behind it

To: Mike Buckley who wrote (16078)	1/23/2000 3:12:00 PM
From: JohnG	Respond to of 54805

Buckley. QCOM.Some random analysis + questions posted on other board. JohnG To: Keith Feral who wrote (5473) From: JohnG Thursday, Jan 20, 2000 10:01 PM ET Reply # of 5580 Keith Feral or Ruffian. Pardon my density--I have been tied up since 1/1 and barely keeping up with scanning these posts. You and others claim several mind blowing developments, but I can not quite find clear evicence on the thread. 1) On the VOD internet co-ordination. I did not see any where that it claimed that VOD had announced that BAM/GTE/AirTouch had accepted HDR or that they would eventually switch to CDMA 2000. My sense of the technology available indicated that they will almost have to deploy HDR , given the speed of the moove. I saw nothing that indicated that their European phone operating companies would adopt CDMA---did I miss this. 2)Concerning Lucent's plan to co-ordinate CDMA with the UMTS system in Britain. I need some interpretation here. Is UMTS the same as GSM and what does Co-ordinate mean. Is this a CDMA air over GSM land system? Is there a thread entry that clearifies this. Why do you think that this CDMA will be QCOM 2nd or 3rd generation. 3)Did I. Jacobs really say that he was betting the company on HDR--I saw that somewhere. 4) I see Rufian's KYO vidio phone link--Impressive. And IDE etc are moving ahead with 64K or 86K HDR on their CDMA networks with trials mid year. What, if anything has DoCoMo said will be their response? It looks like they will be a year late with some unproven NEC W-CDMA technology. Am I right in interpreting all of this to mean that HDR has caught DoCoMo with their pants pown and no plate to turn for proven technology. Is there any evidence that NTT DoCoMo sees that they are in an untennible position. Also has only Hitachi committed to support HDR terestrial. Is it true that as of this moment NT and Lucent are hanging back? 5) What of this Korean attack on QCOM. Is it true that MOT has declared total war on QCOM's patents in Korea (apparently unsuccessfully) and elsewhere. Is it true that some Korean org wants to go with W-CDMA if QCOM doesn't reduce royaltys. Yet, I see QCOM invested 200 million in a Korean operator to help them switch to HDR. This appears to me to indicate that Korean organizations may see suddenly that the future is here now and that it is HDR, not W-CDMA. Thus they may have little choice other than to continue to be QCOM's partner even as Acer, Alps, Casio, Denso, Fujitsu, Hitachi, Kyocera, Toshiba, and Sanyo say thaey will use theMSM3000 and MSM3100 chip sets in handsets. So are the Koreans terrified to see all these Japanese handset makers flooding into the CDMA handset market. What will happen to MOT with their unreliable StarTac CDMA phone and NOK with their unreliable CDMA phones when all these Japanese firms release cutting edge CDMA phones using the latest QCOM chipsets into the Japanese and US markets. Will the US CDMA operators upgrade their networks to make use of these HDR phones. Are the US operators in a fog where they can't see that Sprint's success with basic internet by phone dictates that they move at lightning speed. What of AT&T--will they switch to CDMA if they see NTT DoCoMo overrun by the opposition's innovative CDMA phones in the next 6 months. RUFFIAN--am I dreaming or is the strategy in place that will end the war over standards. Of course, continental Europe may elect to chose a politically desirable GSM path. SPEED appears to be the killer weapon. I have been out of touch and need a reality check. JohnG