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 : SAP A.G. -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (2258)	8/12/1998 12:55:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 3424

<OT> Mike, I am a processware bear at this point. I think we are seeing consolidation in the intranet for application software, with the primary vendors being Sap, Psft and Siebel. A few years ago there used to be a lot of best of breed apps in house but as the mkt has evolved there is much less of that. I think thats why Crossworlds has a small customer list. Sure there are cases where processware would be useful, such as the current SCM environment, but eventually these apps are provided by the ERPs and that is the preferable solution for most customers. The interim need for processware while the customer waits for Sap to provide the product will not sustain Crossworlds high valuation. Crossworlds has great mktg though. Otoh, extranet transaction processware sounds great to me (which is not what Crossworlds is doing). That would allow a customer to outsource their entire AP dept, and yet still see everything at a transaction level within their ERP (as if that transaction occurred in house). Theres a company called Crossroute that is attempting this, I believe - it might be too arduous a task however. Thats why I was interested in this Fortune article. It sounds like the point there was that this environment would somehow displace the ERPs - thats not my interpretation of it, thats for sure. BTW I really cant remember what Katrina Garnett looked like. I was only a programmer in R&D at the time, I just remember her name.