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To: GST who wrote (119008)3/1/2001 3:12:25 PM
From: Glenn D. Rudolph  Respond to of 164684
 
"``The supply chain is important,'' he said. ``But it has limited perspective.''

"

Liz stated something like this about a week ago. I wish she would lead me in this space. She seems to know it very well.



To: GST who wrote (119008)3/1/2001 4:01:12 PM
From: GST  Respond to of 164684
 
Glenn: This sentence is the key to understanding that article. ``Indirect procurement was the low-hanging fruit, but that's all gone'' said David Hilal, an analyst with Friedman, Billings, Ramsey & Co. ``Ariba's recognized that but the question is whether or not it can deliver on its new strategy.''