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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: mtnlady who wrote (37074)	12/27/2000 12:03:08 PM
From: Uncle Frank	Respond to of 54805

Cisco First Out of the Box in the New 'IPv6' Router Derby By Jim Seymour - Special to TheStreet.com Message 15086554 uf

To: mtnlady who wrote (37074)	12/27/2000 2:24:35 PM
From: tinkershaw	Respond to of 54805

I would love to hear more about Tibco, their role in the middleware market and your, and your wifes, definition/role/purpose/market niche of middleware. I think you have brought up an important point. So would I;) I've actually just started looking this way. So many players. One that does seem to stand out is TIBX. They have the marquee client base and even in this slowing economy posted extraordinary earnings growth this Q. TIBX still seems pricey though, so still waiting. But I'll let you know what I find out. Essentially, as most of you probably know, it takes all of your enterprise software and links it to each other and to the enterprise software of other partner companies as well making all these programs work together. But much more study needed. It does seem, that once in your system, your not gonna want to start over with a new middleware software at all, reintegrating these programs would be hellish I would think. in essence your point is that Oracle's offerings equal.. roughly.. ARBA, ITWO and SEBL combined. Except Oracle's offerings are not as robust as any of these. It would seem that Oracle's 'best bet' would be from the supply side of the 'thing' as their background is the backoffice/ERP model no? In comparison to ITWO and SEBL your right on MTNLADY. It would also seem that CRM is farther from Oracle's strenght than is supply chain. In regards to CMRC that would be inaccurate, however. My wife adamantly states that Oracle's functionality is much better in all major categories, plus some necessary functionality that CMRC does not have. I will withhold judgment in regard to Ariba as my wife has only worked with Ariba on a cursory basis. However, she is currently doing a survey of the field to make recommendations for a new client and Ariba apparently lacks at least 4 major features (said features I am not aware of, but my wife says 4 major features that Oracle does offer). I'll try to extract more specifics. So yep. It does sound like Oracle can offer what ARiba and CMRC offer but better, and then toss in integrated back office, supply chain and maybe CRM functions. Whether or not Oracle's offerings in these spaces will be sufficiently competent to create a greater value out of the package offering than can be delivered by buying best-of-breed is yet to be determined. But the headaches saved from trying to integrate all these disparate companies software is not an insubstantial factor. So, indeed Oracle's software need not be as good as the competitors in any one field as long as the package provides greater value in total. I know in the B2B marketplace Oracle is having some good success. This may very well be another foothold, along with ORCL's database grip, which enables Oracle to more and more offer the entire package. CRM being probably their worse suit, supply chain being a relatively better offering, and their B2B marketplace and procurement software sounding like it may be at or near being best-of-breed. This is what gorillas do, and it sounds like Oracle intends to start several gorilla conflicts over the coming years with this bundling strategy. Tinker