Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (107775)	8/31/2000 10:30:37 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

My guess is the real beneficiaries of this kind of system would be old-line manufacturers who spend $billions on raw materials or semi-finished goods and need to schedule final production on a just-in-time-basis. Does that make sense ? Yes - absolutely but that is only the first wave of recipients. Forrester and others have done studies that show logistics costs amount on average to 30% cogs, of course this varies by industry but the purchasing and warehousing of production materials is costly and amounts to a huge amt of what you pay. The new wave of supply chain management is using the internet + xml to open up the chain, thats why I like webm, I see it as an SCM company which manages logistics transactions between trading partners where there was no connectivity before. Of course there is a long way to go, since a lot of the xml documents for logistics haven't been defined yet. re: nuan, I'm not sure I made my point. I'm just saying that if you are going to buy into v-xml, then there is a whole host of options, speechworks, tellme, hearnow etc etc. I haven't heard anyone question whether nuan had the best value chain... well there is lhsp but certainly none of the others. Thats what I want to know, what is the best company... not whether the space is valid, I will determine that on my own.

To: Sarmad Y. Hermiz who wrote (107775)	8/31/2000 10:48:42 PM
From: schrodingers_cat	Read Replies (2) \| Respond to of 164684

Could Nuance port their software to unix? I think that a number of companies have their program in service. There might be a very large potential market for a good voice recognition program.