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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Poet who wrote (21069)	3/1/2000 10:38:00 PM
From: John Pitera	Read Replies (2) \| Respond to of 63513

I will not be quite as happy with ITWO if they are going to be left out of the Big New B2B biz of GM, F and DCX, which may well be happening. I view ITWO as the premier supply chain management software stock. They are providing software for but are not running B2B exchanges and communities from a management point, in the same way that VERT, ARBA, CMRC etc are doing. (from what I understand) I can understand why they are considered B2B and they could well be considered to be inextricably linked with the above companies, so it's really splitting hairs. But as I say if ITWO is out of the Global auto exchange. With ORCL picking up the business that ITWO was providing for GM and CMRC in the prior configuration. then ITWO is not the poster boy of the week.