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To: Sarmad Y. Hermiz who wrote (107850)	9/2/2000 12:47:13 PM
From: Lizzie Tudor	Respond to of 164684

Yeah... Bob and I shared a post where we agreed on this, I believe you are correct, no vendor making an xml mapper is going to score a home run.... But xml + internet greatly simplifies the old edi task that we have been trying in software forever... well "greatly" simplifies might be a stretch, lol, lets say simplifies. Plus the internet means everyone is accessible, so I was thinking there is a space there. When you set up the b2b exchanges you use xml to route the orders to your erp, or put your inventory on the exchange. The xml document says "I am vendor xyz with 1000 sku 12345 at $100." it then gets sent to Ariba. I came to the conclusion that the companies focusing on that integration level are vitr, beas, tibx and webm. Then there are others like mctr (beaten down), and private companies. The xml mapper is a small part of their offering - they also have workflow software, adapters into the erps (pre-written interfaces) etc. So its a software suite that uses XML to help route and store multi-part xml or edi documents. Thats what these companies do that use xml anyway. There are other applications for xml but these guys are really b2b integrators, in fact ariba and cmrc oem some of them for the integration piece. Sqsw plays in some other xml space I believe, not b2bi. (I'm not entirely sure though) Long term my guess is ariba or C1 might want to own the b2bi part of their business but as this stuff evolves there is more to integrating business docs than just exchanges - all the transportation stuff for example.