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Enron Mail |
Jeff --
I thought you might find this brief update useful. Best regards. -- Rex ----- Forwarded by Rex Shelby/Enron Communications on 06/25/00 10:38 AM ----- |--------+-----------------------< | | Rex Shelby | | | | | | 06/25/00 | | | 09:28 AM | | | | |--------+-----------------------< <----------------------------------------------------------------------------| | | | To: Ken Rice/Enron Communications@Enron Communications, Kevin | | Hannon/Enron Communications@Enron Communications, Joe Hirko/Enron | | Communications@Enron Communications | | cc: david_berberian@enron.net, Jim Crowder/Enron | | Communications@Enron Communications, Kevin Garland/Enron | | Communications@Enron Communications, Kevin Howard/Enron | | Communications@Enron Communications, Larry Lawyer/Enron | | Communications@Enron Communications | | Subject: e-marketplace update | <----------------------------------------------------------------------------| Hello -- A quick summary of key e-market/exchange progress over the past couple months: 1) i2 network proposal submitted: $20 million over a 36-month term -- U.S., Bussels, India. 2) Financial Settlement Matrix launched: 120-day pilot -- EBS, i2, Citibank, Wells Fargo, S1 Corp. -- EBS has 18% stake -- no significant revenue this year. 3) i2 and IBM sponsoring EBS in MyAircraft.com (aircraft parts exchange) and iStarExchange (Toyota private exchange): rough estimate of initial network business in these exchanges is $3 million annually (grows as exchanges grow) -- early discussion stage. 4) i2 and Nortel sponsoring EBS in e2Open.com (high tech exchange with lots of visibility, IBM is also a key player): in early discussion stage. 5) Ariba wishes to pull EBS into the Ariba Commerce Services Network (ACSN): initial network proposal from EBS will include San Jose and London with Tokyo to follow as soon as available -- rough estimate is $10 million over 36-month term -- Ariba is also open to a proposal on hosting services from EBS. 6) Lots of other business development in various stages, including Commerce One, Oracle, Tivoli, BMC, and multiple exchanges and exchange technology providers. The good news is that the EBS pitch has been impressive to potential customers and partners (see attached presentation for a sample). We are pitching network services successfully (the VBN product is key), but it is clear that the Enron financial services skills are a major reason that customers are attracted to EBS in this space -- through Mathis Conner and others in the Tech Channels Group, EBS is gaining considerable skill in the value-added services arena (which is where a lot of the future revenue resides). Enron Net Works has been helpful to EBS' efforts in the exchange space. Also helpful are other EBS groups, such as those of Kevin Garland, Kevin Howard, and Larry Lawyer. As we become increasingly more visible in this space, we need to think about how we want to unfold the story publicly. I hope this update is useful. Best regards. -- Rex (See attached file: ariba-o600.ppt) - ariba-o600.ppt
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