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To: stockman_scott who wrote (10262)	1/6/2003 2:09:44 PM
From: Lizzie Tudor	Respond to of 13815

. Recent surveys of technology buyers show they want just a handful of suppliers. It simplifies the buying process, helps them eliminate expensive integration projects, and leads to volume discounts. LOL- it also allows for pricing power for the remaining firms... surprise!! It'll be industry giants such as IBM (IBM ), Microsoft (MSFT ), Oracle, and, down a notch, BEA Systems (BEAS ) that benefit the most from increased interest in integration. IBM, for example, is already the top seller of such software. And the other three companies have, in the past year, added integration to their software menus. This is making things tough for smaller integration players such as Tibco Software Inc. (TIBX ) and Vitria Technology Inc. (VITR ) I disagree a little about tibx, I think he's big enough to make it or get bought, and with his low cap, some good returns to be made there. In the long run, however, the number of viable niche software markets will keep shrinking. I doubt this, based on gains we are seeing in web commerce and other web-based activities which are actually software markets. I've learned to ignore these long term forecasts anyway.