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To: tinkershaw who wrote (36901)	12/21/2000 11:32:14 PM
From: mtnlady	Read Replies (1) \| Respond to of 54805

"everything Oracle does runs better, application for application, than the competitors products." You can add SEBL and the CRM marketplace to another sector Oracle's app does NOT run better "than the competitors product". ITWO and SEBL are ahead of Oracle. My opinion only of course :)

To: tinkershaw who wrote (36901)	12/26/2000 4:11:44 AM
From: lkj	Read Replies (2) \| Respond to of 54805

Hi Tinker, Jumping into this discussion after reading your post. In my opinion, B2B is about bringing supply chain to a global level (or "E-fullfillment", as someone may prefer). E-procurement, which is addressed by Ariba and Commerce One, is only one stage of the supply chain. The biggest technology player in B2B will be Oracel. I2 may play a part. BEA may play a part, and even SUN (iPlanet) may play a part. Ariba and Commerce One have little technology in their products. They have zero entrance barrier. From a market maker stand point, GE may work out as a big player. It has the buying power. As far as for the I2/IBM/Ariba alliance goes, I think it's as good as non-existence by now. Besides supply chain and CRM, Oracle is also weak in global logistics and import/export regulation. For global logistics, Descartes System is better. Last I heard, Oracle is having a tough time building Hutchinson's logistics portal. Regards, Khan