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.

Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Lost1 who wrote (56524)	10/16/2000 12:13:12 PM
From: Rich1	Read Replies (2) \| Respond to of 63513

Why is ITWO the stock of choice on the B2B's that was a question someone asked me yesterday re: the IBD stuff I posted.. BTW I don't own it and its up again today..

To: Lost1 who wrote (56524)	10/16/2000 12:16:04 PM
From: arno	Read Replies (1) \| Respond to of 63513

To me, that chart shows Uncle Vert is expending no effort in reversing his ways.

To: Lost1 who wrote (56524)	10/16/2000 9:19:11 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 63513

THe question is why is ARBA, etc up nicely and VERT is still in the outhouse just waiting for some paper or leaves<g> Vert isn't really b2b software. Its roots are more in specialized portals (content). This means they can only do the "buy side" b2b, if that. Thats the part where you put the purchasing schedule on the web, with no integration to your backend systems. The cost savings in the buy side is just getting cheaper prices, nice but rather limited. The real $$ savings is in the automation of the supply chain, or "sell side" b2b, which vert doesn't do. Last year when b2b was first getting off the ground everyone was buy-side. So people thought ariba = cmrc = vert in terms of potential. But this year the move has been to sell-side which accounts for the rise in itwo. The sell side big three are arba, cmrc, and itwo. So far only i2 has live implementations... but they have a head start. Vert has stated they want to do more supply side and get into the software automation biz but their recent choice of Galli from Amazon as CEO was not a wise choice for that. Additionally, I happen to work with a pvt b2b and they just won a huge deal from vert, in fact they think they can win vert anytime and this is a stealth company. Vert might bounce but it really isn't even 1/4 of the company cmrc is...