by Robert Solomon | Dec 3, 2018 | B2B Software, Supply Chain Automation |
There are a surprising number of public, micro-cap companies in the supply chain software market. By virtue of their forced transparency, these companies are useful indicators of industry economics and valuations. Micro-Cap Stocks are Getting Crushed During the...
by Robert Solomon | Nov 29, 2018 | B2B Software, Supply Chain Automation |
Everywhere I go lately people say “Bob, we really miss your blogging.” (Actually, this has never happened, but there’s a parallel world in which it could.) The recent merger activity in B2B Networks has, however, forced me out of my complacency....
by Robert Solomon | Mar 5, 2018 | B2B Software, Global Trade Management, Supply Chain Automation, Supply Chain Finance
E2Open made an unsolicited offer for Amber Road (AMBR) on February 12, but it escaped my notice until this week (h/t Dan Juliano). E2Open’s offer seems to have escaped a lot of people’s notice. Everyone I have asked about it was surprised as well! The...
by Robert Solomon | Jun 7, 2016 | Automobile, Industry Cloud, Industry Concentration, Supply Chain Automation, Vertical Cloud
Those of you over the age of 40 remember the crazy B2B consortia days of the late 1990s. (For those you under 40, just imagine the sub-prime mortgage lunacy transferred to software!) During that time, the Big Three American auto companies formed two auto consortia:...
by Robert Solomon | Mar 22, 2016 | B2B Software, Ecosystem, Electronic Payments, Indirect Spend, Supply Chain Automation |
Last week, I had the pleasure of speaking at the inaugural Global Procurement Technology Summit sponsored by ISM and Spend Matters in Baltimore. Andrew Karpie from Spend Matters and I spoke, in part, on the difference between networks and platforms in supply chain...
by Robert Solomon | Jan 26, 2016 | B2B Software, Procure to Pay, Supply Chain Automation
A few days ago, I posted about Ariba and Tradeshift’s unlikely “tete a tete” at Tradeshift’s event in Davos. An alert reader kindly shared with me the approximately 1o minute video of the Skype conversation between Christian Lanng CEO of...
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