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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: mozek who wrote (48766)	8/26/2000 11:43:26 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 74651

Clearly, ITWO, ARBA, and others have been successfully building these kinds of XML-based business systems. Ummm, actually not really, at least in my view. This stuff is just getting off the ground. I2 did the entire supply chain with edi but that was hard coded with a select set of trading partners. XML is supposed to open the whole thing up. Very simplistically arba and cmrc were initally trying to put a purchasing catalog up on the web and take orders (no integration). The left the integration part (sometimes called b2bi) to webmethods which they oem'ed. Long term my guess is they'd like to own this business but its got that tricky consulting component which slows the growth curve so they focussed on purchasing where you could sign thousands of customers at once. This startup company is using the biztalk server: electroneconomy.com and oddly, I wonder how their business plan differs from that of the .net initiative. They are basically an integrator.