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Commerce One 20.88$ Ariba 18.31$ o.T.
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NYT
February 24, 2001
SAP, Commerce One 'Cautiously Optimistic' on U.S.
By REUTERS
Filed at 9:02 a.m. ET
BERLIN (Reuters) - Europe's largest software company SAP AG and its U.S. partner Commerce One said this week they were ''cautiously optimistic'' that sales in 2001 would resist a slowdown in U.S. economic growth.
SAP co-Chief Executive Hasso Plattner and Commerce One CEO Mark Hoffman told Reuters in an interview that order pipelines appeared to be holding up despite gathering signs of faltering growth in the world's largest economy.
``We're really watching the pipeline and from what we see out there, I would say we are cautiously optimistic on that side of the equation,'' Hoffmann said on Tuesday.
``We're seeing that where IT spenders are cutting down on their rate of growth, they're still growing their IT budgets and they say they're going to spend money in three areas: Marketplaces, Supply Chain Management and CRM (Customer Relationship Management), two of which are good for me and three that are good for Hasso.''
SAP and Commerce One, which in June set up a partnership to develop software to allow companies to buy and sell goods over the Internet, currently run 15 Internet marketplaces, of which 10 are in Europe.
Plattner, whose company has battled to establish itself in the fiercely competitive U.S. market, said the outlook for sales remained strong even with the prospect of slower economic growth.
``There is still a huge volume there,'' he said. ``I believe that more contracts will go to larger and well established companies, companies that are profitable.''
``I think our share of this market volume can be increased and so far I don't think the slight downturn in growth rate will hit us,'' he said.
SAP and Commerce One both announced better-than-expected fourth quarter results last month and both have stood apart from much of the battered tech sector, giving relatively positive forecasts for the current year.
Other software companies, including industry giant Microsoft Corp, have warned of flagging revenues as companies slow purchases of some types of information technology and computer hardware.
SAP last month announced a 51 percent rise in fourth quarter operating profit on the back of a strong performance from its mySAP.com e-business suite and said it expected sales to grow by at least 23 percent in the first half of the year.
INTERNET GROWTH
The business-to-business (B2B) marketplace concept, once expected to see mushrooming growth as companies joined forces to cut purchasing costs on everything from pencils to car parts has faced increasing skepticism, with many analysts suggesting that just a few big marketplaces will survive.
But Plattner brushed off such concerns, saying companies would find ways to work together online.
``One thing is for sure and that is in the future companies will work together using the Internet,'' Plattner said.
He said SAP might seek further partnerships or acquisitions, but he played down the prospects of a major deal.
``We do partnerships from time to time, we buy companies but we don't go for big mergers,'' he said, adding that SAP would continue to look for opportunities where they arise.
``It's more that the technology is interesting. The company has to match and that's with regard to location, with regard to the people, to their vision. That's not that easy.''
But Plattner stressed that the relationship with Commerce One was for the long term.
``We started with the premise that we wanted to work together for the long term and not just for one or two seasons,'' he said.
gruß
proxi
February 24, 2001
SAP, Commerce One 'Cautiously Optimistic' on U.S.
By REUTERS
Filed at 9:02 a.m. ET
BERLIN (Reuters) - Europe's largest software company SAP AG and its U.S. partner Commerce One said this week they were ''cautiously optimistic'' that sales in 2001 would resist a slowdown in U.S. economic growth.
SAP co-Chief Executive Hasso Plattner and Commerce One CEO Mark Hoffman told Reuters in an interview that order pipelines appeared to be holding up despite gathering signs of faltering growth in the world's largest economy.
``We're really watching the pipeline and from what we see out there, I would say we are cautiously optimistic on that side of the equation,'' Hoffmann said on Tuesday.
``We're seeing that where IT spenders are cutting down on their rate of growth, they're still growing their IT budgets and they say they're going to spend money in three areas: Marketplaces, Supply Chain Management and CRM (Customer Relationship Management), two of which are good for me and three that are good for Hasso.''
SAP and Commerce One, which in June set up a partnership to develop software to allow companies to buy and sell goods over the Internet, currently run 15 Internet marketplaces, of which 10 are in Europe.
Plattner, whose company has battled to establish itself in the fiercely competitive U.S. market, said the outlook for sales remained strong even with the prospect of slower economic growth.
``There is still a huge volume there,'' he said. ``I believe that more contracts will go to larger and well established companies, companies that are profitable.''
``I think our share of this market volume can be increased and so far I don't think the slight downturn in growth rate will hit us,'' he said.
SAP and Commerce One both announced better-than-expected fourth quarter results last month and both have stood apart from much of the battered tech sector, giving relatively positive forecasts for the current year.
Other software companies, including industry giant Microsoft Corp, have warned of flagging revenues as companies slow purchases of some types of information technology and computer hardware.
SAP last month announced a 51 percent rise in fourth quarter operating profit on the back of a strong performance from its mySAP.com e-business suite and said it expected sales to grow by at least 23 percent in the first half of the year.
INTERNET GROWTH
The business-to-business (B2B) marketplace concept, once expected to see mushrooming growth as companies joined forces to cut purchasing costs on everything from pencils to car parts has faced increasing skepticism, with many analysts suggesting that just a few big marketplaces will survive.
But Plattner brushed off such concerns, saying companies would find ways to work together online.
``One thing is for sure and that is in the future companies will work together using the Internet,'' Plattner said.
He said SAP might seek further partnerships or acquisitions, but he played down the prospects of a major deal.
``We do partnerships from time to time, we buy companies but we don't go for big mergers,'' he said, adding that SAP would continue to look for opportunities where they arise.
``It's more that the technology is interesting. The company has to match and that's with regard to location, with regard to the people, to their vision. That's not that easy.''
But Plattner stressed that the relationship with Commerce One was for the long term.
``We started with the premise that we wanted to work together for the long term and not just for one or two seasons,'' he said.
gruß
proxi
26.02. 08:53
CMRC und SAP - neues Joint Venture
--------------------------------------------------
(©BörseGo - www.boerse-go.de)
Commerce One und SAP, die bereits eine enge Kooperation unterhalten, planen ein weiteres Joint Venture, um in einen von i2 Technologies dominierten Markt einzudringen. Beide Unternehmen beabsichtigen Software herzustellen, die den Anschaffungsprozess von Rohmaterialien vereinfacht und effizienter gestaltet. Lt. Tom Berquist sollen die ersten Nutzer der Software, die Ende März auf den Markt kommen soll, sehr zufrieden sein. Durch die Verbindung von Commerce One`s E-Commerce Software und SAP`s Supply Chain Appliaktionen steigen die beiden Unternehmen nun zum härtesten Konkurrenten von i2 Techn. auf.
Eine ähnliche Zielsetzung hatte die Kooperation zwischen Ariba, i2 und IBM, welche jedoch bereits sehr angeschlagen erscheint und keine zielgerichteten Aktivitäten hervorbringt (BoerseGo berichtete). Dies ist jedoch die Chance für Commerce One und SAP, wie beide Unternehmen auf der iLink Konferenz in Berlin berichteten.
Des weiteren demonstrierten beide Unternehmen auf der eLink Konferenz die globale Marktführerschaft, indem 4 neue Kunden präsentiert wurden. Diese neuen gemeinsamen Kunden sind der Systemintegrator IBS aus Russland, der Online Marktplatz IWayTrade aus Portugal, Swisscom aus der Schweiz und das Telekommunikationsunternehmen TPSA aus Polen (BoerseGo berichtete).
CMRC und SAP - neues Joint Venture
--------------------------------------------------
(©BörseGo - www.boerse-go.de)
Commerce One und SAP, die bereits eine enge Kooperation unterhalten, planen ein weiteres Joint Venture, um in einen von i2 Technologies dominierten Markt einzudringen. Beide Unternehmen beabsichtigen Software herzustellen, die den Anschaffungsprozess von Rohmaterialien vereinfacht und effizienter gestaltet. Lt. Tom Berquist sollen die ersten Nutzer der Software, die Ende März auf den Markt kommen soll, sehr zufrieden sein. Durch die Verbindung von Commerce One`s E-Commerce Software und SAP`s Supply Chain Appliaktionen steigen die beiden Unternehmen nun zum härtesten Konkurrenten von i2 Techn. auf.
Eine ähnliche Zielsetzung hatte die Kooperation zwischen Ariba, i2 und IBM, welche jedoch bereits sehr angeschlagen erscheint und keine zielgerichteten Aktivitäten hervorbringt (BoerseGo berichtete). Dies ist jedoch die Chance für Commerce One und SAP, wie beide Unternehmen auf der iLink Konferenz in Berlin berichteten.
Des weiteren demonstrierten beide Unternehmen auf der eLink Konferenz die globale Marktführerschaft, indem 4 neue Kunden präsentiert wurden. Diese neuen gemeinsamen Kunden sind der Systemintegrator IBS aus Russland, der Online Marktplatz IWayTrade aus Portugal, Swisscom aus der Schweiz und das Telekommunikationsunternehmen TPSA aus Polen (BoerseGo berichtete).
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