To: Logain Ablar who wrote (1909 ) 1/30/2002 7:48:49 PM From: John Pitera Read Replies (1) | Respond to of 1938 Hi Tim, It's been an interesting month for CMRC, I was in Florida on vacation, sorry for my turnaround time. I was listening to some of the conference call will listen to the rest of it as well as the analyst day. I think that CSFB's Brent Thill is raising some reasonable questions.Brent Thill, an analyst with Credit Suisse First Boston, questioned how long smaller companies like Commerce One and Ariba could survive as bigger players like Oracle Corp. (Nasdaq:ORCL - news), PeopleSoft Inc. (Nasdaq:PSFT - news) and SAP AG. (SAPG.DE) continue to launch B2B products of their own. ``It's still very unclear whether this market is big enough to support multiple vendors at this point,'' Thill said, noting that smaller companies like Commerce One will increasingly get squeezed by giants such as Oracle. ``It's a natural extension of exactly what SAP, Oracle and PeopleSoft already sell,'' Thill said. ``The larger companies will continue to dominate,'' he added. dailynews.yahoo.com The question is how well CMRC can compete in a crowded field, especially with the erosion of the SAP cross marketing. -------------biz.yahoo.com Monday January 28, 4:31 pm Eastern Time Commerce One cuts ties to SAP with new software By Siobhan Kennedy NEW YORK, Jan 28 (Reuters) - Commerce One Inc. (NasdaqNM:CMRC - news) on Tuesday will announce new software that gives companies better control of their online buying processes, Chief Executive Mark Hoffman said, in a move that marks a new move away from an alliance with German software giant SAP . The move also puts Commerce One into greater competition with its business-to-business software rivals Ariba Inc. (NasdaqNM:ARBA - news) and FreeMarkets Inc. (NasdaqNM:FMKT - news), analysts said. Commerce One said its new Commerce One 5.0 combines the business-to-business software company's online purchasing software with its new so-called ``supplier sourcing'' software announced in December that lets companies find suppliers and negotiate contracts online. Having the two software applications in one bundle means companies can now centralize and manage all their purchasing requirements, from finding suppliers to conducting auctions, sending invoices and paying for goods and services, Hoffman told Reuters in an interview on Monday. ``The idea is to automate the chain from sourcing to invoicing to payment and everything that goes along with it,'' Hoffman said. The deal is also significant because it marks the further separation of Commerce One and its long-time partner SAP. The two companies got together in 2000 to form an alliance for the then-hot market for online B2B exchanges. But as that market failed to materialize, SAP and Commerce One have gradually gone their separate ways, developing new applications independent of each other. That shift in focus was underscored by the announcement, last week, that the two companies would no longer sell a combined version of their online purchasing applications. Instead, SAP said it would sell its own version, as part of its ``supplier relationship management'' suite of applications. SAP and Commerce One will, however, continue to sell a joint exchange product, MarketSet, the companies said.Commerce One's new software effectively puts it into direct competition with SAP's product. ``Now that they're not tied to SAP I think they'll probably go directly after the clients that Ariba's going after ... and really focus on providing a large centralized purchasing application for large organizations,'' Sharyn Leaver, an analyst with industry research firm Forrester Research said. Key to that strategy is a new partnership Commerce One signed with software integration firm SeeBeyond Technology Corp. (NasdaqNM:SBYN - news) , whose software lets companies link their disparate computer systems. ``That's a clear indication of their direction to build out integration so they can link to multiple different types of systems ... not just SAP,'' Leaver said.