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To: megazoo who wrote (5330)	2/11/2001 4:38:39 PM
From: Lizzie Tudor	Respond to of 57684

Great post SXB! I totally agree with you on almost everything. Some columnist said Ariba should have bought Manu instead of agile for the reasons you state. I don't know... Agile is a good company too, and their product is more difficult to knock off than manu. I can see cmrc being acquired by Sap one day. The really interesting thing in enterprise software from my point of view now is the ERP replacement issue. I have always felt erp's are on a 10-yr cycle. Last time they were replaced when client/server + SQL came in. But really orcl/sap are the same products they were pre-internet. I think somebody can create a new web-ized component based ERP with a true internet architecture and really clean up. I think Bowstreet might be trying to do that with all their VC. The buzzword is business-web.