I'm coming out of retirement for the announcement that SAP (SAP) is buying Ariba (ARBA).
Sonofabitch! Ariba is still around! And is a "cloud computing" market player? What a market-messaging coup.
My first reaction was to email CMO Mike Schmitt at Ariba and congratulate him.
But I found Mike has moved on.
Sonofabitch! e2Open is still around! e2Open was created in the late 1990s by participants in the electronics and technology supply chains — including Hitachi, IBM, LG Electronics, Lucent Technologies, Nortel Networks, Matsushita Electric (Panasonic), Seagate Technology, Solectron and Toshiba. And now it's a "cloud computing" market player too?
Either everything in supply chain management is happening as I predicted, except that I was years ahead of time. (The link is back to a five-year-old SeekingAlpha post but the research dates back to 1997.)
Sonofabitch! Maybe I should un-retire.
Or maybe... just maybe... there's another stock bubble in progress.
-- Dennis Byron