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

To: BDR who wrote (29700)	8/9/2000 1:00:24 PM
From: Thomas Mercer-Hursh	Respond to of 54805

may have also directed you to the mobileoffice site. Did. The chart of technology by country had no entry for US CDMA, which made me wonder about the quality of the data.

To: BDR who wrote (29700)	8/9/2000 10:33:32 PM
From: BDR	Read Replies (2) \| Respond to of 54805

Re: B2b, Ariba, CommerceOne Excerpts from the July 2000 issue of Global Technology Business, text not available online but you can get a free subscription here- gtbusiness.com B2B Inside the Tornado (p.28) But it is clear that those involved in the B2B marketplace sector are essentially still working out the details as they go along. Business and revenue models are being put in place and modified on an evolutionary basis. This, in turn, is causing some market watchers to question how solid the virtual market business model is. According to Silicon Valley strategy guru Geoffrey Moore, it is important to keep a level head when it comes to assessing companies at the heart of the B2B movement, and not get carried away with notions that the B2B suppliers are a risky bet just because investors are currently being burned by the dot-com downturn. "We're in a tough time," concedes Moore. "Last November, we were soaking up the giddy dot-com valuations. The left side of our brain was perhaps warning us and saying 'uh oh', but the right side was saying 'wow!' Now it's the other way around and we maybe don't like it as much. A lot of people say that companies like CommerceOne and Ariba are too risky. They're wrong." Moore believes that CommerceOne and Ariba are just enterprise application software vendors. "They are bringing the efficiencies offered by the Net to the enterprise application," he says. "They supply application and infrastructure products and that's an honorable estate, but they offer no disruption of the power hierarchy. They are enablers for the exchanges, which are the highly unstable, disruptive places." That assessment meets with the approval of a number of B2B suppliers. "We are not market makers," agrees Jon Corshen, VP of product marketing at Ariba. "We are the enablers. We're evangelists in how to provide and develop the marketplaces from an infrastructure and technology standpoint. But we don't know about the construction industry." . . . Using his famous product adoption lifecycle diagram, Moore suggests that the e-business application vendors have already crossed the "chasm", the truly risky section of the adoption lifecycle and are in the tornado", a period of frenetic activity and take-up. "Wealth is created in the tornado," he says. "That's what we are going to see happen now." >>>>> All typos are likely to be mine. (I have to get myself a scanner one of these days.) Other companies mentioned: IBM, Oracle, Sun, HP, Kana, eCredit, iPlanet