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To: GST who wrote (138482)	2/4/2002 12:52:04 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

yeah well I agree with Larry about this software suite idea. But what he doesn't tell you is that most of the little guys in software are already dead after this recession. Look at all the CRMs we used to have: firedrop, blue martini, epiphany, upshot, it went on and on. These companies are still around but they will be acquired or die. So that leaves a few big names, Oracle, SAP, Siebel (who likely will acquire or build supply chain expertise), and i2 or Manu as supply chain until siebel takes it. Beas I believe will be cannibalized by orcl or IBM. And webm is shopping itself around too. (beas and webm great companies though) Ariba a wildcard, we've discussed it here... I don't know. Siebel is doing the best right now and its a sure thing in my book. There are also some nichey small players like agil and niku who have a space nobody wants. Those are good for % gains. L