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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Brown who wrote (28027)	7/16/2000 2:02:48 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 54805

Bruce, First thanks for the post, but I really must admit I'm getting a little tired of being attacked on this thread. I was up on everything I2 up until and for a few months following the ITL acquisition, so you don't need to identify any details prior to that time. Anyway to answer your question, I believe b2bi + VSPs are significantly opening up the landscape for the supply chain, at least thats the way the venture capitalists see it, as do I. I read business plans for a living and b2bi is running on all cylinders. The logistics area which I2 acquired with ITL is particularly hot. Then there is this company, intalio.com (they might have some white papers) doiing some interesting things. I did a simple search on the web and found this piece, which explains it as well as most of these docs (although I don't know about the source). This was the world I knew in scm in 1988 (dominated by I2), Without significant new investments, companies can now execute procurement strategies that focus on close collaboration with preferred suppliers. For example, deep integration can improve supply chain management by integrating the procurement, order processing, inventory management, shipping and fulfillment systems, and enterprise resource planning (ERP) systems of companies doing business together. Inventory can be automatically replenished, orders can be processed faster and more accurately, components can be shipped sooner, and customer queries can be addressed more rapidly. Results include shortened cycle times, lower inventories, and reduced error rates. Here is the b2bi promise, Further, corporations that adopt B2Bi software gain independence from suppliers who distribute services because B2Bi software allows service providers to be quickly removed or interchanged, enabling a business to switch to a different preferred supplier more swiftly and smoothly than has ever been possible, without disrupting processes or requiring retraining. As a result, B2Bi software increases the overall efficiency of entire markets by providing a two-edged sword: (1) compelling benefits for both suppliers and customers as long as competitive quality, service and cost are maintained, and (2) the ability to create new, process-integrated supplier/customer relationships literally overnight if competitive quality, service, and cost are not maintained. devx.com As you are no doubt aware most b2bi players are private, so I'm afraid I cannot provide gross margins, but you knew that. The y/y revenue growth for webm in the last qtr was 360%. BTW wrt I2 being a customer of cmrc and ariba - they are also a customer of webmethods. biz.yahoo.com I actually think people on this thread had never even heard of b2bi before I showed up.