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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Percival 917 who wrote (30052)	1/28/2001 11:21:02 AM
From: edamo	Respond to of 65232

joel...."arba, cmrc,itwo,sebl" all similar situations, companies that will grow until they fill their niche, the question is are they currently priced to their niche filling limit? none appear to be a total solution provider for large business everyday transaction purposes...companies like sap, orcl, and now msft can provide complete materiel control and procurement systems that include e-commerce, but integrate the electronic data interchange to the overall materiel system.... the use of the services of cmrc, arba,itwo,sebl have limits in the grand scheme of things......keep in mind any economic slow down will create havoc with companies that have limited cash in their coffers... ed a.