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Strategies & Market Trends : The New Economy and its Winners

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To: Glenn D. Rudolph who wrote (1644)9/24/2000 4:30:52 PM
From: Lizzie Tudor  Read Replies (3) of 57684
 
I know this was directed to William but let me make a few comments...

Verticalnet was originally a content company (vertical portal) and not internet-enabled enterprise software like commerce one and ariba. So in that sense verticalnet originally had more of a yahoo model and Ariba/C1 more like Siebel. There are also major differentiations between Ariba and C1 but leave those off for a moment.

Verticalnet's vertical portals at first were pretty neat since at a minimum you could post your purchasing schedule online, this took minimal effort and is way more effective than phone orders and staffing with reps to answer pricing questions. But the next logical step would be entering an order via verticalnet, which as a portal they can't support - so in order to grow their product featurewise Vert was forced to address morphing into a C1 or Ariba software business (which they have done, last month they said they are going into b2b technology provider). The problem is Galli is not a technology leader and running a software company is nothing like running a portal company. So verticalnet will likely lose against c1 or ariba in technology and will likely lose the portal biz too since c1/arba can knock off the portals in no time flat.

Also there is quite a race developing for the number 3 spot in b2b. 2 strong tech players (private) are i2i.com and model N. Model N has a connected CEO who created the first java app server and sold to sun, then he sold a trading engine to ariba. They could become the "cadillac" of b2b's even though no one has heard of them now. Also you have logistics emerging as the focus for b2b where it used to be just shop for price (buy side vs. sell side b2b) - and there are a bunch of players there that could emerge as #3 - manugistics is back, and some of the b2bi players since the supplier side is mostly integration. ALL of these I have mentioned are stonger in software than verticalnet.
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