That promulgates an inefficiency that needs to change. Look for the entire server market to be turned on its head over the next 2-3 years All this networking technology has to have a financial driver and the main one to do is B2B applications. Many financial analysts believe that the extended bull market we are in is in large part fueled by efficiencies that businesses have gained by leveraging computing and networking into their business processes. B2B is just the latest and perhaps most powerful wave of that trend. I don t know too much about exchange sites and B2B applications, but I do have some insight into the opportunity for those that build enabling infrastructure over which those applications run.
Segmentation here is critical to the success of any vendor.
And consolidation has started to occur. Areas that were distinctly separate product categories in 1999 are expected as integrated feature sets in 2000 and that trend will rapidly continue. Get to know it and get to love it. If you are in a business operating in any these spaces, you get the feeling right now that there is so much opportunity, and so much investment pouring into them, that you cannot help but succeed. In other words, all boats rise as the tide of investment flows in.