Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Netscape -- Giant Killer or Flash in the Pan? -- Ignore unavailable to you. Want to Upgrade?

To: HJ Wang who wrote (2885)	4/23/1998 3:00:00 PM
From: Keith Hankin	Read Replies (2) \| Respond to of 4903

Hi. Keith. What is the relationship between your software and SAP's? Are they competitive or complementary? They are more or less complementary. SAP, Oracle and others have products that are focused internally to an organization, whereas NSCP's solutions are focused outwardly to the supply-chain. We are treating companies such as SAP and Oracle as legacy systems with which we integrate. I believe that few investors really understand our E-Commerce strategy, and this is part of the reason for the under-performance of our stock. Much of this is our own fault and we are getting better with our marketing messages and sales organization. However, much of the problem is that Supply-Chain E-Commerce is all so new, and it is hard to communicate our strategy to the average investor, and thus requires some time to educate the marketplace.