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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Dave Doriguzzi who wrote (18571)	10/20/2003 2:06:30 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

re: ARTG I just think these little companies are one deal away from hitting or missing their numbers at this point, probably ARTG lost some. The only trend that is pervasive in that business from what I can see is outsourcing and DRIV is the play that exploits that, but even then, you are still relying on classic order management/web selling/b2b software and that area just isn't that strong. I think these supply chain companies like manu and itwo are just dead cat bounces now. Bouncing off the bottom can be a great money maker but beyond that, where is the growth? There is a bunch of activity in software but it is towards open source and rented apps. Kindof a challenge on how to play that, since open source is free and rented apps are not the cash cow that classic enterprise was. Still RHAT is doing well, thats an open source software play. I think if you want to make money in software this time around it has to be either open source related, or some niche areas like design automation - lava and the like. The next wave of classic enterprise software will probably coincide with IT being reeled back in from the outsourced model we are trying to implement today. That is my guess anyway.