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

To: mozek who wrote (48780)	8/28/2000 1:23:05 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 74651

I'm assuming that you mean you do not believe they can say they've been successful yet. Correct? Here's an example of one system involving Microsoft and I2, but I can accept your view, as this is clearly emerging technology: Yeah, what I meant was that business process level e-business connectivity is non-standard, non plug and play, etc. After all we have had X.12 edi and vans for 30 years and the big companies were connecting shipping schedules with receipt documents then, the problem was that unless you were a giant it was too customized and labor intensive... even I2 was like that, if you were Dell doing millions a day then a highly customized i2 solution made sense but not for everybody else. So this new internet connectivity / integration, workflow, xml whatever space should standardize everything and then the mkt will literally explode is my sense. But this is going to be tough since business documents are so non-standard. Thanks for these links, I am going to read them this week. In my view this area presents the best opportunity in software to the winner, of course we may not have any one winner, so there you go. When I first looked at that company electroneconomy.com I wasn't too impressed because they seemed to be growing too fast with a strategy of connecting everybody to everything, I thought that was too vast. But on second thought the VCs probably felt that throwing bodies at this immense problem was a way to gain mkt share quickly. If that strategy works then msft has an advantage certainly against all these small companies.