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To: Robert Rose who wrote (96521)	3/15/2000 2:24:00 PM
From: Danny	Respond to of 164684

Rob, I view WEBM as one of the software infrastructure plays in B2B universe. Although not a straight analogy, WEBM is providing the building foundation to B2B companies (eg ARBA) just like INKT to the content provider community. Another closer analogy is BEAS. One of the reason that BEAS is so successful is because they provider solutions that every company needs, B2C or B2B. WEBM, IMHO, has the potential to become such a leader, especially that they are the technology leader in developing the XML based technology. I have talked to many people in the industry and all agree that XML-based technology will be a driving force to the new B2B economy.