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Technology Stocks : e-Commerce Cats and Dogs -- Ignore unavailable to you. Want to Upgrade?

To: jjs_ynot who wrote (227)	12/30/1998 11:17:00 PM
From: DWEB IR	Respond to of 312

Dave ... DWEB vs HRBC, SE, etc. First, as DWEBs Manager of PR, my charter is to provide news, in its strictest form, to this group as though it was just another news outlet. So I'm going to try to stick to absolute, objective, facts and avoid hyperbolic, self serving claims. That said, here goes. The lack of understandable, authoritative answers, to simple questions has engendered much confusion regarding EDI - both as a technology and as a business model. However, both, at their core, are pretty simple: The business model works like this 1 - SE sells major buying hubs (i.e. Rite Aid) on the need for a strategic EDI partner to perform a "roll-out" program and to manage the communication needs of the hub to their numerous supplier spokes. This generates recurring EDI VAN mail boxing fees from the hub and grants preferred access to the supplier base of the hub. 2 - SE then leverages the strategic hub relationship to sell suppliers EDI translators and mappers and associated software maintenance fees, EDI mail boxing fees, and EDI consulting services. The technology assets that enable the model are essentially: 1 - EDI translator, mapper software products for various operating platforms 2 - Legacy, vintage 1980's - early 1990's, batch oriented, EDI networks. Their networks are predominantly designed to accommodate low-level store and forward mail boxing via dial-up batch communication protocols (not IP). In short, the VANS are architected - technologically, culturally, and business model wise - around a set of pre-Internet premises. Fundamentally, the VANS are pre-Internet electronic commerce enabling institutions. The major challenge confronting them all is a transitional one - how to gracefully migrate from their pre-Internet posture into a posture more congruent with a post-Internet era. DWEB, on the other hand, is a post-Internet era electronic commerce enabling enterprise. Our mission is to utilize IP and the Internet, to their fullest, to maximize the value of existing EDI infrastructure. Our business model, proprietary technology and corporate culture revolve around this mission. In summary, developing and providing EDI infrastructure is the heart and sole of SE's business; developing and providing Internet (IP) infrastructure that maximizes the value of existing EDI infrastructure is the essence of DWEB's. I hope this is helpful. PS. A research report is available at www.dynamicweb.com/dwebpdf.pdf PPS. I had help from our CEO on this one.