SAP: Number of mySAP.com Software Users Quadruples
06/13/01

Fujitsu to Take on Software Giants
06/12/01

Oracle Down - But Far From Out - in Database Wars
06/11/01

MRO Deploys Siebel e-Business Applications
06/08/01

[archive]

Forging Alliances:
Allegis Interview

Dennis RyanDennis Ryan, President and CEO of software solutions provider Allegis, discusses the company's B2B products and services.
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Ray Lane: Building the Real-Time Enterprise
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Net Worthy: Tilion CEO Interview
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B2B Primer
09/03/99



Introduction to XML
05/26/00



EDI Primer
09/25/00



Software Industry Overview
09/25/00
INDUSTRY: Software
Software-Logo EPOCH ANALYST
Mark Verbeck
Managing Director, Senior Analyst
David Trainer, Associate Analyst
Timothy Madda, Associate
EPOCH ANALYST NOTES
Software Get the latest industry information emailed to you. [Subscribe]
webMethods: XML Marks the Spot
webMethods has strong partnerships and leads a rapidly expanding market, but near-term pricing pressures could limit its growth. We think the stock is fairly valued and investors should pick up shares opportunistically.
06/06/01
Oracle CEO Speaks at JavaOne
At Sun's conference, CEO Ellison discusses Oracle's 9i application server and J2EE standardization. In other news, we think current stock weakness presents a buying opportunity.
06/07/01
Siebel Eyes Uncle Sam
Siebel names three new executives to sharpen focus on e-government, which could offset weakness in other industries.
06/06/01
Initiating coverage of Siebel Systems
Mark Verbeck discusses Siebel's business.
CRM: Centered on the Customer
Business demand for CRM software is growing rapidly and we believe investments in the leading CRM vendors will provide above market returns. Our new industry report provides an ROI model, examines the players and profiles 15 companies.
05/14/01
MatrixOne Sell-off Overdone: i2-SDRC alliance hurt MONE shares. We see a buying opportunity.
[more notes]
EPOCH COMPANY COVERAGE
Reports are available for these companies:

Ariba
Commerce One
Corio
i2

Manugistics
MatrixOne
MRO Software
Oracle

Pivotal
Siebel
webMethods

Epoch New Era company profiles:
Allegis
Alphablox
Icarian
Intraspect
Portera
Responsys
SeeCommerce
INDUSTRY REPORTS
Software
E-business software applications manage operations ranging from payroll and accounting to customer relations and e-commerce solutions. These applications may increase revenues in a variety of ways and/or cut overhead. The market is driven by tangible, macroeconomic factors including a tight labor pool, global competition and lack of pricing power.
Read Our Software Industry Report

Sectors
Subsectors
Business-to-Business
Cust. Relationship Mgmt.

Business-to-Business
E-commerce cuts costs, improves accuracy and speed, and provides easy data tracking thereby creating a streamlined marketplace and a huge market opportunity.

Customer Relationship Management
Business demand for CRM software is growing rapidly and we believe investments in the leading CRM vendors will provide above market returns. Our new industry report provides an ROI model, examines the players and profiles 15 companies.



PERFORMANCE CHART
Epoch Software
Click for Enlarged View: Daily Closing Price
Worldwide Relational and Object-Relational Database Market
Click for Enlarged View: Worldwide Relational and Object-Relational Database Market
1999 Worldwide Database Management Revenue by Platform
Click for Enlarged View: 1999 Worldwide Database Management Revenue by Platform
Worldwide Enterprise ASP Services Spending
Click for Enlarged View: Worldwide Enterprise ASP Services Spending
Mark Verbeck
Managing Dir., Senior Analyst
Mark VerbeckCommerce One comes out smelling like a rose? Interviewed on Yahoo FinanceVision, Mark Verbeck says the B2B software firm is cutting costs in a structurally sound way, and should emerge as the dominant B2B player.
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