Dennis Byron

Supply Chain Management Enterprise Software: And Then There Was None

Bob (User 249699)--

Thanks for the comment

You may be right abou MANH. Terri O'Hanlon, its SVP of Marketing, made a similar comment above so I did not dig deeper. Again, my point is "be careful investing in sectors such as APS that primarily do not standalone as a market" (as illusrated by the way all of these companies were gobbled up) I think EAM may be the next such sector.

I did not do a post on August 12 and do not know MGI Research. This was my only post on JDAS so the article you reference must be elsewhere on SA?

Thanks again

Dennis Byron

Supply Chain Management Enterprise Software: And Then There Was None

Correction: A reader that apparently wants to remain anonymous has contacted me offline to note that Demand Management was acquired by Logility (which in turn is mostly owned by American). So there are basically none left by my analysis or just a few left as described in some of the comments above (for which we say thanks as always) that analyze it slightly differently.

To the question, "So what?," my point might have been lost in all of us waltzing down supply chain's memory lane. My point was that there are some functional software areas that will not support separate companies in which to invest. Spell checking was one year ago. APS was one as described in this post. And I feel EAM might be the next one in that category.

-- Dennis