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MORGAN STANLEY DEAN WITTER

Appendix I: B2B Company Profiles

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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Company Profiles
The number of new B2B companies is growing at a rapid Profiled companies target 78 different markets:
clip, as the pipeline for Internet initial public offerings dem- Advertising Industrial
onstrates. While it’s difficult to track them all, given the Agricultural Products Insurance
sheer magnitude of the number of companies, we have pro- Application Servicing International Trade
Automotive Interprise
filed 174 companies in 78 sectors. These companies, and Banking IT Support
their business models, demonstrate the direction of the in- Barter Knowledge Resources
dustry. Billing Leases
Bonds Licensing & Sponsorship
On following pages, we have reviewed and profiled 174 B2B Business Resources Manufacturing
Business Services Marine Equipment
companies, both private and public. For each of the compa- Business Supplies Medical
nies, we include management, board of directors, and key Channel Management Metals
investor information, screen shots from the company Web Chemicals Mortgages
site(s), and a basic company description. Client Management MRO
Collaboration Oil Products
Collaborative Manufacturing Paper Products
These profiles are intended to be a basic reference for ob- Commercial Printing Personnel Management
taining a general understanding of some of the emerging B2B Computers & Components Plastics
players. The companies are listed in alphabetical order — Construction Postage
from Adauction.com to ZoneTrader.com — and marked as Corporate Travel Procurement
either private or public. Credit Product Delivery
Customer Rel. Management Promotional Items
Data Security Raw Materials
We have also categorized all profiled companies by business Direct Materials Real Estate
model and target market. Business model categorization is e-Commerce Remote Services
difficult, as B2B companies are evolving, re-evaluating, and e-Fulfillment Seafood
changing their strategies and offerings on a regular basis, to Electronics Securities
Energy Shoes
keep up with industry changes. Also, multiple companies Exchanges Small Business Financial Serv.
presented attributes and product offerings pertaining to more Finance Steel
than one business model, but we did our best to categorize Financing Supply Chain Management
them correctly, finding that broad categorization would be a Flowers Systems Integration
more simple and effective way approach to the task. Food Technology Products & Serv.
Free Agent Services Telecom
Healthcare Transportation
We have identified 8 business models and 78 target markets Heavy Equipment Used Automobiles
for these companies: Hotel Bookings Visual Content
Idle Assets Water
Idle Inventory Web Content Management
Profiled companies comprise 8 business models:
Collaboration Tools 4 companies
Fulfillment / Finance 20 companies
Market Communities for Buying/Selling 101 companies
Multi-Sector Internet Company 2 companies
Network Services 4 companies
Process Management Between Partners 17 companies
Tools for Building Marketplaces 17 companies
Tools for Selling from a Web Site 9 companies

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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MORGAN STANLEY DEAN WITTER

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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MORGAN STANLEY DEAN WITTER

B2B Company Profile Master List


(Sorted Alphabetically by Company)

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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MORGAN STANLEY DEAN WITTER

B2B Company Profile Master List (sorted by Company)


Company Business Model Target Market
Adauction.com Market Communities for Buying/Selling Advertising
Agile Software Tools for Building Marketplaces Collaborative Manufacturing
Agillion Process Mangement Between Partners Small Business Services
Altra Energy Technologies Market Communities for Buying/Selling Energy
Amazon.com Market Communities for Buying/Selling Business Supplies & Services
America Online Market Communities for Buying/Selling Business Supplies & Services
Arbinet Market Communities for Buying/Selling Telecom
Ariba Tools for Building Marketplaces Procurement & Exchanges
Ask Jeeves Tools for Selling from a Web Site Customer Relationship Management
AtYourOffice.com Market Communities for Buying/Selling Business Supplies & Services
Auto Industry Exchange Market Communities for Buying/Selling Automotive
Automated Power Exchange Market Communities for Buying/Selling Energy
Azurix - Water2Water.com Market Communities for Buying/Selling Water
Band-X Market Communities for Buying/Selling Telecom
Bidcom Process Mangement Between Partners Construction & Real Estate
BigVine.com Market Communities for Buying/Selling Barter
BizBuyer.com Market Communities for Buying/Selling Business Supplies & Services
BizProLink Market Communities for Buying/Selling Multiple Verticals
Branders.com Market Communities for Buying/Selling Promotional Items
Breakaway Solutions Network Services Application Servicing
BroadVision Tools for Selling from a Web Site Customer Relationship Management
BuildNet Process Mangement Between Partners Construction & Real Estate
Business.com Market Communities for Buying/Selling Business Resources
BuyerZone.com Market Communities for Buying/Selling Business Supplies & Services
buzzsaw.com Process Mangement Between Partners Construction & Real Estate
CapitalStream Fulfillment / Finance Financing
Celarix Process Mangement Between Partners Transportation
Cephren Process Mangement Between Partners Construction & Real Estate
ChannelPoint Fulfillment / Finance Insurance
CheckFree Fulfillment / Finance Billing
CheMatch.com Market Communities for Buying/Selling Chemicals & Plastics
ChemConnect Market Communities for Buying/Selling Chemicals & Plastics
ChipCenter Market Communities for Buying/Selling Electronics
Click Commerce Collaboration Tools Channel Management
CNET Networks Market Communities for Buying/Selling Technology Products & Services
Cobalt Group Market Communities for Buying/Selling Automotive
Collabria Process Mangement Between Partners Commercial Printing
Commerce One Tools for Building Marketplaces Procurement & Exchanges
CommerceQuest Tools for Building Marketplaces Systems Integration
Commerx Market Communities for Buying/Selling Chemicals & Plastics
Cybersettle.com Process Mangement Between Partners Insurance
DataGalaxy.com Market Communities for Buying/Selling Procurement
Derivion Fulfillment / Finance Billing
DEXPO.com Market Communities for Buying/Selling Medical

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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MORGAN STANLEY DEAN WITTER

B2B Company Profile Master List (sorted by Company)


Company Business Model Target Market
Digital Insight Network Services Application Servicing
Documentum Tools for Selling from a Web Site Web Content Management
DollarDays.com Market Communities for Buying/Selling Idle Inventory
DoveBid Market Communities for Buying/Selling Idle Assets & Inventory
e7thshoes Market Communities for Buying/Selling Shoes
eBay Market Communities for Buying/Selling Business Supplies & Services
e-Chemicals Market Communities for Buying/Selling Chemicals & Plastics
eConnections Fulfillment / Finance Supply Chain Management
eCredit.com Fulfillment / Finance Credit
efdex Market Communities for Buying/Selling Food
eLance Market Communities for Buying/Selling Remote Services
eLease Market Communities for Buying/Selling Leases
Electron Economy Fulfillment / Finance Application Servicing
Employease Process Mangement Between Partners Personnel Management
Entrust Fulfillment / Finance Data Security
eSpeed Market Communities for Buying/Selling Securities
e-STEEL Market Communities for Buying/Selling Steel
e-Travel Process Mangement Between Partners Corporate Travel
Exterprise Tools for Building Marketplaces Collaboration
Fannie Mae Market Communities for Buying/Selling Mortgages
Fast-Net Market Communities for Buying/Selling Automotive
FastParts.Com Market Communities for Buying/Selling Electronics
FedEx Fulfillment / Finance Product Delivery
fibermarket.com Market Communities for Buying/Selling Paper Products
Floraplex Market Communities for Buying/Selling Flowers
FreeMarkets Market Communities for Buying/Selling Direct Materials, Idle Assets & Inventory
freightquote.com Process Mangement Between Partners Transportation
Getty Images Market Communities for Buying/Selling Visual Content
GHR Systems Market Communities for Buying/Selling Mortgages
GoFish.com Market Communities for Buying/Selling Seafood
Grainger.com Market Communities for Buying/Selling MRO
Healtheon/WebMD Process Mangement Between Partners Healthcare
homestore.com Market Communities for Buying/Selling Residential & Commercial Real Estate
Houston Street Exchange Market Communities for Buying/Selling Energy
httprint Process Mangement Between Partners Commercial Printing
i2 Technologies Fulfillment / Finance Supply Chain Management & Exchanges
IATN Market Communities for Buying/Selling Transportation
ICSFoodOne Market Communities for Buying/Selling Food
Impresse Process Mangement Between Partners Commercial Printing
IMX Market Communities for Buying/Selling Mortgages
Industry to Industry Market Communities for Buying/Selling Multiple Verticals
Instill Market Communities for Buying/Selling Food
Internet Capital Group Multi-Sector Internet Company Multiple Verticals
InterWorld Tools for Selling from a Web Site e-Commerce

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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MORGAN STANLEY DEAN WITTER

B2B Company Profile Master List (sorted by Company)


Company Business Model Target Market
Interwoven Tools for Selling from a Web Site Web Content Management
InterXion Market Communities for Buying/Selling Telecom
Intraspect Software Collaboration Tools Collaboration
Intuit Market Communities for Buying/Selling Finance
IronPlanet Market Communities for Buying/Selling Heavy Equipment
LIMITrader Market Communities for Buying/Selling Bonds
LiveCapital Market Communities for Buying/Selling Small Business Financial Services
LoanCity.com Market Communities for Buying/Selling Mortgages
LoopNet Market Communities for Buying/Selling Commercial Real Estate
MadeToOrder.com Market Communities for Buying/Selling Promotional Items
Manheim Interactive Market Communities for Buying/Selling Used Automobiles
Manufacturing.net Market Communities for Buying/Selling Manufacturing
Manugistics Fulfillment / Finance Supply Chain Management & Exchanges
Marex.com Market Communities for Buying/Selling Marine Equipment
MaterialNet Market Communities for Buying/Selling Raw Materials
medibuy.com Market Communities for Buying/Selling Medical
Medsite Market Communities for Buying/Selling Healthcare
MetalSite Market Communities for Buying/Selling Metals
Microsoft Tools for Building Marketplaces e-Commerce
Mimeo Process Mangement Between Partners Commercial Printing
Mitchell International Collaboration Tools Automotive
Motive Network Services IT Support
MRO.com Market Communities for Buying/Selling Procurement & Exchanges
MuniAuction Market Communities for Buying/Selling Bonds
MVX.COM Market Communities for Buying/Selling Procurement & Exchanges
National Trans. Exchange Market Communities for Buying/Selling Transportation
Neoforma Market Communities for Buying/Selling Medical
NETDelivery Fulfillment / Finance Billing
NetVendor Collaboration Tools Channel Management
NetworkOil Market Communities for Buying/Selling Oil Products
Networld Exchange Market Communities for Buying/Selling Multiple Verticals
Noosh Process Mangement Between Partners Commercial Printing
Notara Process Mangement Between Partners Licensing & Sponsorship
Oblix.com Network Services Personnel & Client Management
OnDisplay Tools for Selling from a Web Site Systems Integration
Onvia.com Market Communities for Buying/Selling Business Supplies & Services
Open Market Tools for Selling from a Web Site Customer Relationship Management
OpenSite Technologies Tools for Building Marketplaces Exchanges
Opus360 Market Communities for Buying/Selling Free Agent Services
Oracle Tools for Building Marketplaces Interprise
OrderTrust Fulfillment / Finance Application Servicing
PaperExchange Market Communities for Buying/Selling Paper Products
PartMiner Market Communities for Buying/Selling Electronics
pcOrder.com Market Communities for Buying/Selling Computers & Components

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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MORGAN STANLEY DEAN WITTER

B2B Company Profile Master List (sorted by Company)


Company Business Model Target Market
Pedestal Capital Market Communities for Buying/Selling Mortgages
priceline.com Market Communities for Buying/Selling Multiple Verticals
Princeton eCom Fulfillment / Finance Billing
ProcureNet Market Communities for Buying/Selling Procurement
PropertyFirst.com Market Communities for Buying/Selling Commercial Real Estate
PurchasePro.com Market Communities for Buying/Selling Procurement
QuestLink Technology Market Communities for Buying/Selling Electronics
RateXchange Market Communities for Buying/Selling Telecom
Requisite Technology Tools for Building Marketplaces Web Content Management
RightWorks Tools for Building Marketplaces Procurement & Exchanges
RoweCom Market Communities for Buying/Selling Knowledge Resources
Sanchez Fulfillment / Finance Banking
SAP Tools for Building Marketplaces Interprise
Security First Technologies Fulfillment / Finance Banking
SpaceWorks Tools for Building Marketplaces e-Commerce
stamps.com Fulfillment / Finance Postage
Staples.com Market Communities for Buying/Selling Business Supplies & Services
STC Tools for Building Marketplaces Systems Integration
SubmitOrder.com Fulfillment / Finance e-Fulfillment
SupplierMarket.com Market Communities for Buying/Selling Direct Materials
supplyFORCE.com Market Communities for Buying/Selling Industrial & Construction
TeleTech Tools for Building Marketplaces Customer Relationship Management
Trade Compass Market Communities for Buying/Selling International Trade
TradeCard Market Communities for Buying/Selling International Trade
TradeOut.com Market Communities for Buying/Selling Idle Assets & Inventory
Trading Edge Market Communities for Buying/Selling Fixed Income Securities
Trilogy Software Tools for Building Marketplaces Collaboration
United Parcel Service Fulfillment / Finance Product Delivery
Universal Access Market Communities for Buying/Selling Telecom
Ventro Multi-Sector Internet Company Multiple Verticals
VeriSign Fulfillment / Finance Data Security
VerticalNet Market Communities for Buying/Selling Multiple Verticals
Vignette Tools for Selling from a Web Site Customer Relationship Management
webMethods Tools for Building Marketplaces Systems Integration
Work.com Market Communities for Buying/Selling Business Resources
works.com Market Communities for Buying/Selling Business Supplies
Workscape Tools for Building Marketplaces Personnel Management
WorldRes Market Communities for Buying/Selling Hotel Bookings
XS Inc. Market Communities for Buying/Selling Agricultural Products
Yahoo! Market Communities for Buying/Selling Business Supplies & Services
Yantra Tools for Selling from a Web Site e-Commerce
ZoneTrader.com Market Communities for Buying/Selling Idle Assets & Inventory

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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MORGAN STANLEY DEAN WITTER

B2B Company Profile Master List


(Sorted Alphabetically by Business Model)

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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MORGAN STANLEY DEAN WITTER

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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MORGAN STANLEY DEAN WITTER

B2B Company Profile Master List (sorted by Business Model)


Company Business Model Target Market
Click Commerce Collaboration Tools Channel Management
Intraspect Software Collaboration Tools Collaboration
Mitchell International Collaboration Tools Automotive
NetVendor Collaboration Tools Channel Management
CapitalStream Fulfillment / Finance Financing
ChannelPoint Fulfillment / Finance Insurance
CheckFree Fulfillment / Finance Billing
Derivion Fulfillment / Finance Billing
eConnections Fulfillment / Finance Supply Chain Management
eCredit.com Fulfillment / Finance Credit
Electron Economy Fulfillment / Finance Application Servicing
Entrust Fulfillment / Finance Data Security
FedEx Fulfillment / Finance Product Delivery
i2 Technologies Fulfillment / Finance Supply Chain Management & Exchanges
Manugistics Fulfillment / Finance Supply Chain Management & Exchanges
NETDelivery Fulfillment / Finance Billing
OrderTrust Fulfillment / Finance Application Servicing
Princeton eCom Fulfillment / Finance Billing
Sanchez Fulfillment / Finance Banking
Security First Technologies Fulfillment / Finance Banking
stamps.com Fulfillment / Finance Postage
SubmitOrder.com Fulfillment / Finance e-Fulfillment
United Parcel Service Fulfillment / Finance Product Delivery
VeriSign Fulfillment / Finance Data Security
Adauction.com Market Communities for Buying/Selling Advertising
Altra Energy Technologies Market Communities for Buying/Selling Energy
Amazon.com Market Communities for Buying/Selling Business Supplies & Services
America Online Market Communities for Buying/Selling Business Supplies & Services
Arbinet Market Communities for Buying/Selling Telecom
AtYourOffice.com Market Communities for Buying/Selling Business Supplies & Services
Auto Industry Exchange Market Communities for Buying/Selling Automotive
Automated Power Exchange Market Communities for Buying/Selling Energy
Azurix - Water2Water.com Market Communities for Buying/Selling Water
Band-X Market Communities for Buying/Selling Telecom
BigVine.com Market Communities for Buying/Selling Barter
BizBuyer.com Market Communities for Buying/Selling Business Supplies & Services
BizProLink Market Communities for Buying/Selling Multiple Verticals
Branders.com Market Communities for Buying/Selling Promotional Items
Business.com Market Communities for Buying/Selling Business Resources
BuyerZone.com Market Communities for Buying/Selling Business Supplies & Services
CheMatch.com Market Communities for Buying/Selling Chemicals & Plastics
ChemConnect Market Communities for Buying/Selling Chemicals & Plastics
ChipCenter Market Communities for Buying/Selling Electronics
CNET Networks Market Communities for Buying/Selling Technology Products & Services

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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MORGAN STANLEY DEAN WITTER

B2B Company Profile Master List (sorted by Business Model)


Company Business Model Target Market
Cobalt Group Market Communities for Buying/Selling Automotive
Commerx Market Communities for Buying/Selling Chemicals & Plastics
DataGalaxy.com Market Communities for Buying/Selling Procurement
DEXPO.com Market Communities for Buying/Selling Medical
DollarDays.com Market Communities for Buying/Selling Idle Inventory
DoveBid Market Communities for Buying/Selling Idle Assets & Inventory
e7thshoes Market Communities for Buying/Selling Shoes
eBay Market Communities for Buying/Selling Business Supplies & Services
e-Chemicals Market Communities for Buying/Selling Chemicals & Plastics
efdex Market Communities for Buying/Selling Food
eLance Market Communities for Buying/Selling Remote Services
eLease Market Communities for Buying/Selling Leases
eSpeed Market Communities for Buying/Selling Securities
e-STEEL Market Communities for Buying/Selling Steel
Fannie Mae Market Communities for Buying/Selling Mortgages
Fast-Net Market Communities for Buying/Selling Automotive
FastParts.Com Market Communities for Buying/Selling Electronics
fibermarket.com Market Communities for Buying/Selling Paper Products
Floraplex Market Communities for Buying/Selling Flowers
FreeMarkets Market Communities for Buying/Selling Direct Materials, Idle Assets & Inventory
Getty Images Market Communities for Buying/Selling Visual Content
GHR Systems Market Communities for Buying/Selling Mortgages
GoFish.com Market Communities for Buying/Selling Seafood
Grainger.com Market Communities for Buying/Selling MRO
homestore.com Market Communities for Buying/Selling Residential & Commercial Real Estate
Houston Street Exchange Market Communities for Buying/Selling Energy
IATN Market Communities for Buying/Selling Transportation
ICSFoodOne Market Communities for Buying/Selling Food
IMX Market Communities for Buying/Selling Mortgages
Industry to Industry Market Communities for Buying/Selling Multiple Verticals
Instill Market Communities for Buying/Selling Food
InterXion Market Communities for Buying/Selling Telecom
Intuit Market Communities for Buying/Selling Finance
IronPlanet Market Communities for Buying/Selling Heavy Equipment
LIMITrader Market Communities for Buying/Selling Bonds
LiveCapital Market Communities for Buying/Selling Small Business Financial Services
LoanCity.com Market Communities for Buying/Selling Mortgages
LoopNet Market Communities for Buying/Selling Commercial Real Estate
MadeToOrder.com Market Communities for Buying/Selling Promotional Items
Manheim Interactive Market Communities for Buying/Selling Used Automobiles
Manufacturing.net Market Communities for Buying/Selling Manufacturing
Marex.com Market Communities for Buying/Selling Marine Equipment
MaterialNet Market Communities for Buying/Selling Raw Materials
medibuy.com Market Communities for Buying/Selling Medical

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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MORGAN STANLEY DEAN WITTER

B2B Company Profile Master List (sorted by Business Model)


Company Business Model Target Market
Medsite Market Communities for Buying/Selling Healthcare
MetalSite Market Communities for Buying/Selling Metals
MRO.com Market Communities for Buying/Selling Procurement & Exchanges
MuniAuction Market Communities for Buying/Selling Bonds
MVX.COM Market Communities for Buying/Selling Procurement & Exchanges
National Trans. Exchange Market Communities for Buying/Selling Transportation
Neoforma Market Communities for Buying/Selling Medical
NetworkOil Market Communities for Buying/Selling Oil Products
Networld Exchange Market Communities for Buying/Selling Multiple Verticals
Onvia.com Market Communities for Buying/Selling Business Supplies & Services
Opus360 Market Communities for Buying/Selling Free Agent Services
PaperExchange Market Communities for Buying/Selling Paper Products
PartMiner Market Communities for Buying/Selling Electronics
pcOrder.com Market Communities for Buying/Selling Computers & Components
Pedestal Capital Market Communities for Buying/Selling Mortgages
priceline.com Market Communities for Buying/Selling Multiple Verticals
ProcureNet Market Communities for Buying/Selling Procurement
PropertyFirst.com Market Communities for Buying/Selling Commercial Real Estate
PurchasePro.com Market Communities for Buying/Selling Procurement
QuestLink Technology Market Communities for Buying/Selling Electronics
RateXchange Market Communities for Buying/Selling Telecom
RoweCom Market Communities for Buying/Selling Knowledge Resources
Staples.com Market Communities for Buying/Selling Business Supplies & Services
SupplierMarket.com Market Communities for Buying/Selling Direct Materials
supplyFORCE.com Market Communities for Buying/Selling Industrial & Construction
Trade Compass Market Communities for Buying/Selling International Trade
TradeCard Market Communities for Buying/Selling International Trade
TradeOut.com Market Communities for Buying/Selling Idle Assets & Inventory
Trading Edge Market Communities for Buying/Selling Fixed Income Securities
Universal Access Market Communities for Buying/Selling Telecom
VerticalNet Market Communities for Buying/Selling Multiple Verticals
Work.com Market Communities for Buying/Selling Business Resources
works.com Market Communities for Buying/Selling Business Supplies
WorldRes Market Communities for Buying/Selling Hotel Bookings
XS Inc. Market Communities for Buying/Selling Agricultural Products
Yahoo! Market Communities for Buying/Selling Business Supplies & Services
ZoneTrader.com Market Communities for Buying/Selling Idle Assets & Inventory
Internet Capital Group Multi-Sector Internet Company Multiple Verticals
Ventro Multi-Sector Internet Company Multiple Verticals
Breakaway Solutions Network Services Application Servicing
Digital Insight Network Services Application Servicing
Motive Network Services IT Support
Oblix.com Network Services Personnel & Client Management
Agillion Process Mangement Between Partners Small Business Services

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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MORGAN STANLEY DEAN WITTER

B2B Company Profile Master List (sorted by Business Model)


Company Business Model Target Market
Bidcom Process Mangement Between Partners Construction & Real Estate
BuildNet Process Mangement Between Partners Construction & Real Estate
buzzsaw.com Process Mangement Between Partners Construction & Real Estate
Celarix Process Mangement Between Partners Transportation
Cephren Process Mangement Between Partners Construction & Real Estate
Collabria Process Mangement Between Partners Commercial Printing
Cybersettle.com Process Mangement Between Partners Insurance
Employease Process Mangement Between Partners Personnel Management
e-Travel Process Mangement Between Partners Corporate Travel
freightquote.com Process Mangement Between Partners Transportation
Healtheon/WebMD Process Mangement Between Partners Healthcare
httprint Process Mangement Between Partners Commercial Printing
Impresse Process Mangement Between Partners Commercial Printing
Mimeo Process Mangement Between Partners Commercial Printing
Noosh Process Mangement Between Partners Commercial Printing
Notara Process Mangement Between Partners Licensing & Sponsorship
Agile Software Tools for Building Marketplaces Collaborative Manufacturing
Ariba Tools for Building Marketplaces Procurement & Exchanges
Commerce One Tools for Building Marketplaces Procurement & Exchanges
CommerceQuest Tools for Building Marketplaces Systems Integration
Exterprise Tools for Building Marketplaces Collaboration
Microsoft Tools for Building Marketplaces e-Commerce
OpenSite Technologies Tools for Building Marketplaces Exchanges
Oracle Tools for Building Marketplaces Interprise
Requisite Technology Tools for Building Marketplaces Web Content Management
RightWorks Tools for Building Marketplaces Procurement & Exchanges
SAP Tools for Building Marketplaces Interprise
SpaceWorks Tools for Building Marketplaces e-Commerce
STC Tools for Building Marketplaces Systems Integration
TeleTech Tools for Building Marketplaces Customer Relationship Management
Trilogy Software Tools for Building Marketplaces Collaboration
webMethods Tools for Building Marketplaces Systems Integration
Workscape Tools for Building Marketplaces Personnel Management
Ask Jeeves Tools for Selling from a Web Site Customer Relationship Management
BroadVision Tools for Selling from a Web Site Customer Relationship Management
Documentum Tools for Selling from a Web Site Web Content Management
InterWorld Tools for Selling from a Web Site e-Commerce
Interwoven Tools for Selling from a Web Site Web Content Management
OnDisplay Tools for Selling from a Web Site Systems Integration
Open Market Tools for Selling from a Web Site Customer Relationship Management
Vignette Tools for Selling from a Web Site Customer Relationship Management
Yantra Tools for Selling from a Web Site e-Commerce

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 127
MORGAN STANLEY DEAN WITTER

B2B Company Profile Master List


(Sorted Alphabetically by Target Market)

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 128
MORGAN STANLEY DEAN WITTER

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 129
MORGAN STANLEY DEAN WITTER

B2B Company Profile Master List (sorted by Target Market)


Company Business Model Target Market
Adauction.com Market Communities for Buying/Selling Advertising
XS Inc. Market Communities for Buying/Selling Agricultural Products
Breakaway Solutions Network Services Application Servicing
Digital Insight Network Services Application Servicing
Electron Economy Fulfillment / Finance Application Servicing
OrderTrust Fulfillment / Finance Application Servicing
Auto Industry Exchange Market Communities for Buying/Selling Automotive
Cobalt Group Market Communities for Buying/Selling Automotive
Fast-Net Market Communities for Buying/Selling Automotive
Mitchell International Collaboration Tools Automotive
Sanchez Fulfillment / Finance Banking
Security First Technologies Fulfillment / Finance Banking
BigVine.com Market Communities for Buying/Selling Barter
CheckFree Fulfillment / Finance Billing
Derivion Fulfillment / Finance Billing
NETDelivery Fulfillment / Finance Billing
Princeton eCom Fulfillment / Finance Billing
LIMITrader Market Communities for Buying/Selling Bonds
MuniAuction Market Communities for Buying/Selling Bonds
Business.com Market Communities for Buying/Selling Business Resources
Work.com Market Communities for Buying/Selling Business Resources
works.com Market Communities for Buying/Selling Business Supplies
Amazon.com Market Communities for Buying/Selling Business Supplies & Services
America Online Market Communities for Buying/Selling Business Supplies & Services
AtYourOffice.com Market Communities for Buying/Selling Business Supplies & Services
BizBuyer.com Market Communities for Buying/Selling Business Supplies & Services
BuyerZone.com Market Communities for Buying/Selling Business Supplies & Services
eBay Market Communities for Buying/Selling Business Supplies & Services
Onvia.com Market Communities for Buying/Selling Business Supplies & Services
Staples.com Market Communities for Buying/Selling Business Supplies & Services
Yahoo! Market Communities for Buying/Selling Business Supplies & Services
Click Commerce Collaboration Tools Channel Management
NetVendor Collaboration Tools Channel Management
CheMatch.com Market Communities for Buying/Selling Chemicals & Plastics
ChemConnect Market Communities for Buying/Selling Chemicals & Plastics
Commerx Market Communities for Buying/Selling Chemicals & Plastics
e-Chemicals Market Communities for Buying/Selling Chemicals & Plastics
Exterprise Tools for Building Marketplaces Collaboration
Intraspect Software Collaboration Tools Collaboration
Trilogy Software Tools for Building Marketplaces Collaboration
Agile Software Tools for Building Marketplaces Collaborative Manufacturing
Collabria Process Mangement Between Partners Commercial Printing
httprint Process Mangement Between Partners Commercial Printing
Impresse Process Mangement Between Partners Commercial Printing

Collaborative Commerce – April 2000

PleAase refer to important disclosures at the end of this report.


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MORGAN STANLEY DEAN WITTER

B2B Company Profile Master List (sorted by Target Market)


Company Business Model Target Market
Mimeo Process Mangement Between Partners Commercial Printing
Noosh Process Mangement Between Partners Commercial Printing
LoopNet Market Communities for Buying/Selling Commercial Real Estate
PropertyFirst.com Market Communities for Buying/Selling Commercial Real Estate
pcOrder.com Market Communities for Buying/Selling Computers & Components
Bidcom Process Mangement Between Partners Construction & Real Estate
BuildNet Process Mangement Between Partners Construction & Real Estate
buzzsaw.com Process Mangement Between Partners Construction & Real Estate
Cephren Process Mangement Between Partners Construction & Real Estate
e-Travel Process Mangement Between Partners Corporate Travel
eCredit.com Fulfillment / Finance Credit
Ask Jeeves Tools for Selling from a Web Site Customer Relationship Management
BroadVision Tools for Selling from a Web Site Customer Relationship Management
Open Market Tools for Selling from a Web Site Customer Relationship Management
TeleTech Tools for Building Marketplaces Customer Relationship Management
Vignette Tools for Selling from a Web Site Customer Relationship Management
Entrust Fulfillment / Finance Data Security
VeriSign Fulfillment / Finance Data Security
SupplierMarket.com Market Communities for Buying/Selling Direct Materials
FreeMarkets Market Communities for Buying/Selling Direct Materials, Idle Assets & Inv.
InterWorld Tools for Selling from a Web Site e-Commerce
Microsoft Tools for Building Marketplaces e-Commerce
SpaceWorks Tools for Building Marketplaces e-Commerce
Yantra Tools for Selling from a Web Site e-Commerce
SubmitOrder.com Fulfillment / Finance e-Fulfillment
ChipCenter Market Communities for Buying/Selling Electronics
FastParts.Com Market Communities for Buying/Selling Electronics
PartMiner Market Communities for Buying/Selling Electronics
QuestLink Technology Market Communities for Buying/Selling Electronics
Altra Energy Technologies Market Communities for Buying/Selling Energy
Automated Power Exchange Market Communities for Buying/Selling Energy
Houston Street Exchange Market Communities for Buying/Selling Energy
OpenSite Technologies Tools for Building Marketplaces Exchanges
Intuit Market Communities for Buying/Selling Finance
CapitalStream Fulfillment / Finance Financing
Trading Edge Market Communities for Buying/Selling Fixed Income Securities
Floraplex Market Communities for Buying/Selling Flowers
efdex Market Communities for Buying/Selling Food
ICSFoodOne Market Communities for Buying/Selling Food
Instill Market Communities for Buying/Selling Food
Opus360 Market Communities for Buying/Selling Free Agent Services
Healtheon/WebMD Process Mangement Between Partners Healthcare
Medsite Market Communities for Buying/Selling Healthcare
IronPlanet Market Communities for Buying/Selling Heavy Equipment

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B2B Company Profile Master List (sorted by Target Market)


Company Business Model Target Market
WorldRes Market Communities for Buying/Selling Hotel Bookings
DoveBid Market Communities for Buying/Selling Idle Assets & Inventory
TradeOut.com Market Communities for Buying/Selling Idle Assets & Inventory
ZoneTrader.com Market Communities for Buying/Selling Idle Assets & Inventory
DollarDays.com Market Communities for Buying/Selling Idle Inventory
supplyFORCE.com Market Communities for Buying/Selling Industrial & Construction
ChannelPoint Fulfillment / Finance Insurance
Cybersettle.com Process Mangement Between Partners Insurance
Trade Compass Market Communities for Buying/Selling International Trade
TradeCard Market Communities for Buying/Selling International Trade
Oracle Tools for Building Marketplaces Interprise
SAP Tools for Building Marketplaces Interprise
Motive Network Services IT Support
RoweCom Market Communities for Buying/Selling Knowledge Resources
eLease Market Communities for Buying/Selling Leases
Notara Process Mangement Between Partners Licensing & Sponsorship
Manufacturing.net Market Communities for Buying/Selling Manufacturing
Marex.com Market Communities for Buying/Selling Marine Equipment
DEXPO.com Market Communities for Buying/Selling Medical
medibuy.com Market Communities for Buying/Selling Medical
Neoforma Market Communities for Buying/Selling Medical
MetalSite Market Communities for Buying/Selling Metals
Fannie Mae Market Communities for Buying/Selling Mortgages
GHR Systems Market Communities for Buying/Selling Mortgages
IMX Market Communities for Buying/Selling Mortgages
LoanCity.com Market Communities for Buying/Selling Mortgages
Pedestal Capital Market Communities for Buying/Selling Mortgages
Grainger.com Market Communities for Buying/Selling MRO
BizProLink Market Communities for Buying/Selling Multiple Verticals
Industry to Industry Market Communities for Buying/Selling Multiple Verticals
Internet Capital Group Multi-Sector Internet Company Multiple Verticals
Networld Exchange Market Communities for Buying/Selling Multiple Verticals
priceline.com Market Communities for Buying/Selling Multiple Verticals
Ventro Multi-Sector Internet Company Multiple Verticals
VerticalNet Market Communities for Buying/Selling Multiple Verticals
NetworkOil Market Communities for Buying/Selling Oil Products
fibermarket.com Market Communities for Buying/Selling Paper Products
PaperExchange Market Communities for Buying/Selling Paper Products
Oblix.com Network Services Personnel & Client Management
Employease Process Mangement Between Partners Personnel Management
Workscape Tools for Building Marketplaces Personnel Management
stamps.com Fulfillment / Finance Postage
DataGalaxy.com Market Communities for Buying/Selling Procurement
ProcureNet Market Communities for Buying/Selling Procurement

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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B2B Company Profile Master List (sorted by Target Market)


Company Business Model Target Market
PurchasePro.com Market Communities for Buying/Selling Procurement
Ariba Tools for Building Marketplaces Procurement & Exchanges
Commerce One Tools for Building Marketplaces Procurement & Exchanges
MRO.com Market Communities for Buying/Selling Procurement & Exchanges
MVX.COM Market Communities for Buying/Selling Procurement & Exchanges
RightWorks Tools for Building Marketplaces Procurement & Exchanges
FedEx Fulfillment / Finance Product Delivery
United Parcel Service Fulfillment / Finance Product Delivery
Branders.com Market Communities for Buying/Selling Promotional Items
MadeToOrder.com Market Communities for Buying/Selling Promotional Items
MaterialNet Market Communities for Buying/Selling Raw Materials
eLance Market Communities for Buying/Selling Remote Services
homestore.com Market Communities for Buying/Selling Residential & Commercial Real Estate
GoFish.com Market Communities for Buying/Selling Seafood
eSpeed Market Communities for Buying/Selling Securities
e7thshoes Market Communities for Buying/Selling Shoes
LiveCapital Market Communities for Buying/Selling Small Business Financial Services
Agillion Process Mangement Between Partners Small Business Services
e-STEEL Market Communities for Buying/Selling Steel
eConnections Fulfillment / Finance Supply Chain Management
i2 Technologies Fulfillment / Finance Supply Chain Management & Exchanges
Manugistics Fulfillment / Finance Supply Chain Management & Exchanges
CommerceQuest Tools for Building Marketplaces Systems Integration
OnDisplay Tools for Selling from a Web Site Systems Integration
STC Tools for Building Marketplaces Systems Integration
webMethods Tools for Building Marketplaces Systems Integration
CNET Networks Market Communities for Buying/Selling Technology Products & Services
Arbinet Market Communities for Buying/Selling Telecom
Band-X Market Communities for Buying/Selling Telecom
InterXion Market Communities for Buying/Selling Telecom
RateXchange Market Communities for Buying/Selling Telecom
Universal Access Market Communities for Buying/Selling Telecom
Celarix Process Mangement Between Partners Transportation
freightquote.com Process Mangement Between Partners Transportation
IATN Market Communities for Buying/Selling Transportation
National Trans. Exchange Market Communities for Buying/Selling Transportation
Manheim Interactive Market Communities for Buying/Selling Used Automobiles
Getty Images Market Communities for Buying/Selling Visual Content
Azurix - Water2Water.com Market Communities for Buying/Selling Water
Documentum Tools for Selling from a Web Site Web Content Management
Interwoven Tools for Selling from a Web Site Web Content Management
Requisite Technology Tools for Building Marketplaces Web Content Management

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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B2B Company Profiles

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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Adauction.com (Privately Held) Market Communities for Buying/Selling: Advertising


www.adauction.com San Francisco, CA

Company Description:
Adauction.com is a media exchange that leverages the power
of the Internet to place planners, buyers, and sellers together
in one marketplace. Through its Web site, Adauction.com
offers access to all types of media, including online, broad-
cast, cable, print, and out-of-home. Adauction.com uses a
variety of mechanisms, including auctions, that ensure that
planners, buyers, and sellers receive the targeted solution that
is time-saving and efficient. The company offers several
unique advertising opportunities. One such example was the
sale of a sports sponsorship opportunity to have a logo dis-
played on the waistband of the boxing trunks worn by World
Heavy-weight Champion Evander Holyfield.
Key Markets Addressed:
Advertising Adauction.com was founded in September 1997 and is a pri-
vately held company. Adauction.com generates revenue by
Management Team:
President & CEO: Jerry Machovina
collecting a fee from the seller/publisher, with the fee varying
Previously Executive VP of Media Services at AT&T Broadband & depending on the type of advertising sold.
Internet Services
CFO: Wade Layton
Previously at The Bank of New York Over 10,000 buyers are registered to purchase inventory
through Adauction.com. Leading ad agencies include
Board of Directors: USWeb/CKS; Goodby Silverstein & Partners; Foote, Cone &
Leo Hindery, Jr. – AT&T & Internet Services
Jeffrey Berg – International Creative Management
Belding; iXL, Citron, Haligman & Bedecarre; and Round 2
Eric DiBenedetto – Convergence Partners Communications. The company’s customer base also in-
Michael Castleman – Lehman Brothers cludes a number of direct advertisers, such as Dell Computer
Chris Redlitz – Adauction.com
David Wamsley – Adauction.com Corporation, BellSouth, and Register.com.
Robert Zipp – Amicus

Key Investors:
Lehman Brothers
VIVENTURES Partners
Amerindo Investment Advisors
Convergence Partners
New Millennium Partners
Fayez Sarofim & Co.
Geneva Partners

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 136
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Agile Software (AGIL) Tools for Building Marketplaces: Collaborative Manufacturing


www.agilesoftware.com San Jose, CA

Covered by Charles Phillips

Company Description:
Agile Software provides collaborative manufacturing
commerce solutions that speed the “build” and the “buy”
process across a virtual manufacturing network. Agile
products enable supply chain partners to communicate and
collaborate over the Internet about new or changing prod-
uct content, and then source and procure the required com-
ponents.

Manufacturers today outsource about 20% of all manufac-


turing to third parties. The outsourcing trend creates a
challenge — manufacturing partners must agree on what
components comprise a product, who they will purchase
Key Markets Addressed: these components from, how they fit together, how to up-
e-Commerce grade to the next version, etc. Furthermore, the dynamics
of certain industries force manufacturers to implement
Management Team:
Co-founder, Chairman, CEO & President: Bryan Stolle
rapid product changes to enhance their products and drive
Previously Director of Product & Strategic Marketing at Sherpa, a down costs.
developer of enterprise product data management software
Co-founder, CFO & Executive VP: Thomas Shanahan
Previously VP & CFO at Digital Generation Systems, a provider of Agile’s software platform captures all content details of an
digital distribution systems outsourced product, including material bills, approved
Senior VP of Worldwide Sales: Kenneth Coulter manufacturers lists, assembly instructions, design sche-
Previously President & Senior VP of Worldwide sales at TriStrata, a
provider of network security software, and Senior VP at Memco, a matics and component attributes, allowing multiple users
provider of network security software in different locations to work on the same product.
Board of Directors:
Nancy Schoendorf – Mohr Davidow Ventures
Agile’s suite of products allows clients to increase reve-
Michael Moritz – Sequoia Capital nues by reducing time to market while at the same time
James Patterson – independent consultant realizing significant cost reductions from more effective
Klaus–Dieter Laidig – Laidig Business
and efficient management of the manufacturing process.
Key Investors:
Mohr Davidow Ventures
Sequoia Capital
Accel Partners

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 137
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Agillion (Privately Held) Process Management Between Partners: Small Business Services
www.agillion.com Austin, TX

Company Description:
Agillion is an e-Business Service Provider that enables
small and mid-size businesses to run their business over
the Web without complex technology. Small businesses
can better serve their customers via integrated services
offered through Agillion’s hosted e-Business Dashboard.
Agillion’s service accumulates and maintains current, de-
tailed information of all interactions between a company
and its customers, allowing companies to track their serv-
ice on a customer-by-customer basis over the Internet.

Product features include an e-Business Dashboard, a single


Web interface to run your daily activities; Agillion per-
Key Markets Addressed: sonal pages, customized Web sites for each customer or
Internet e-Business Services partner; a centralized, live customer database that ensures
everyone involved with a customer is on the same page;
Management Team:
Co-founder & Chairman: Frank Moss
and integrated links to third-party services, including
Previously Chairman, President & CEO at Tivoli, Co-founder of Stel- weather, stock quotes, news, and others. Agillion concen-
lar Computer, and executive at IBM, Apollo Computer and Lotus trates on the customer and offers a way for small busi-
Co-founder, co-chairman & CEO: Steve Papermaster
Previously Founder, Chairman, & CEO of BSG, and Director of Vi- nesses to build and maintain close relationships using the
gnette, Netpliance and Perficient Internet. The company’s service enables non-Internet-
CFO: David Henkel
Previously CFO at Prodigy Communications, founder of AFX Tra-
savvy small businesses to create their own customized
tech, CFO & COO of 7th Level, CFO of Micrografx and Arthur An- Agillion Personal Pages with content, community, and
dersen links to other pages.
Key Investors:
Goldman Sachs The company charges close to a dollar per day per sub-
Cisco Systems scription for the use of the integrated bundle of services.
Morgan Stanley Dean Witter The service is easy-to-use and inexpensive, allowing small
Chase H&Q
Integral Capital Partners businesses to be up-and-running on the Internet in a matter
MSD Capital of minutes.
Insight Capital Partners
Pivotal Asset Management
Austin Ventures
Watershed Capital
Prime New Ventures
Comdisco Ventures

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 138
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Altra Energy Technologies (Privately Held) Market Communities for Buying/Selling: Energy
www.altra.com Houston, TX

Company Description:
Altra provides a B2B exchange for energy commodities,
integrated with application software solutions that provide
an end-to-end solution for buyers and sellers of energy.
The company’s products and services include a neutral,
Web-based marketplace for trading natural gas, gas liquids,
electricity, and crude. Electronic trading of natural gas and
power in the US is expected to surpass $266B in 2004,
according to Forrester Research.

Altra currently provides Altrade, an electronic trading and


brokering system for natural gas, gas liquids, electricity,
and crude oil. The company has approximately 1,800 trad-
Key Markets Addressed: ers using the system, and handled $9 billion of trades over
Natural gas, natural gas liquids, crude, and electricity the system in 1999 — including a 45-50% market share of
liquid gas trades. Altra also licenses software that allows
Management Team:
Chairman: Russell (“Rusty”) Braziel
customers to integrate Altrade into the multiple parts of an
Previously VP Business Development & VP Retail Energy Marketing energy transaction, including risk management, fulfillment,
at the Williams Company, and SVP Marketing at Texaco Gas Mar- and settlement. In total, Altra has over 6,500 users of its
keting
CEO: Paul Bourke applications and exchange.
Previously President & COO at BISYS Group
CFO: John Bakewell Altra describes its exchange/software solution as a fully
Previously VP Finance & Administration at Cyberonics and CFO at
Zeos International integrated, digital marketplace linking the complete trans-
action chain, from execution of the commercial transaction
Board of Directors: via an online exchange, through management and fulfill-
Russell Braziel – Chairman
Paul Bourke – CEO ment of the transaction. Altra’s online solution — versus
John Thornton – Austin Ventures traditional “voice-based” trading — provides access to a
Oliver Curme – Battery Ventures broader trading universe, allows for real-time price discov-
Stephen Jenks – Capital Resource Partners
Richard Sandor, Ph.D – Environmental Financial ery, and decreases customers’ overall transaction costs.
James Crownover – McKinsey & Co.

Key Investors:
Austin Ventures
BankAmerica Ventures
Battery Ventures
Capital Resource Partners
First Plaza Trust

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 139
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Amazon.com (AMZN) Market Communities for Buying/Selling: Business Supplies & Services
www.amazon.com Seattle, WA

Co-covered by Mary Meeker and Mark Mahaney

Company Description:
Amazon.com is the leading B2C e-commerce destination
on the Internet. The company has developed a scalable e-
commerce platform that allows it to move quickly into
new commerce categories, and is expanding aggressively
into new sectors and internationally, thereby increasing its
target market. By focusing on providing its customers
with the best possible shopping experience and an excel-
lent customer service, the company has established a 17
million customer base (adding nearly 4 million in the last
quarter) with a 73% repeat customer order rate in CQ4:99.

Though Amazon.com has not made an official foray into


Key Markets Addressed: the business-to-business e-commerce market, the com-
Books, music, DVD & video, toys, electronics, software, home im- pany already has a series of small businesses selling
provement, and auctions products in its zShops and auctions sections. Given its
powerful database of 17 million registered users (with
Management Team:
Founder, Chairman & CEO: Jeffrey Bezos names, addresses, and credit cards), Amazon.com is in a
Previously VP at D.E. Shaw & Co., and VP at Bankers Trust powerful position to not only maintain its place as the e-
President & COO: Joe Galli
Previously President Worldwide Power Tools & Accessories at
commerce leader but also to enter B2B markets targeted
Black & Decker at small businesses and home offices.
CFO & Senior VP:
Previously CFO & Senior VP at Delta Airlines, and CFO & Senior
VP at NBC Though we expect the company to maintain its identity as
a business focused mainly on B2C commerce, we
Board of Directors: wouldn’t be surprised to see it leverage its customer base
Jeffrey Bezos – Founder, Chairman & CEO
Joseph Galli – President & COO
to move into some B2B sectors. Given its scalable e-
Patricia Stonesifer – Gates Library Foundation commerce platform and its complex yet user-friendly
Scott Cook – Intuit transaction system, we believe the company is positioned
John Doer – Kleiner Perkins Caufield & Byers
Thomas Alberg – Madrona Investment Partners to be a strong player in the field.

Key Investors:
Jeff Bezos, Janus Capital, Amerindo Investment Advisors, Legg Ma-
son Advisers, Barclays Bank, Fidelity

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 140
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America Online (AOL) Market Communities for Buying/Selling: Business Supplies & Services
www.aol.com Dulles, VA

Co-covered by Mary Meeker and Mark Mahaney

Company Description:
America Online is a global leader in interactive services,
Web brands, Internet technologies, and e-commerce
services. The company operates two global Internet serv-
ice brands, America Online, with over 22 million sub-
scribers and CompuServe, with over 2.5 million subscrib-
ers. In addition, the company operates several leading
Web brands, such as ICQ, AOL Instant Messenger, Digi-
tal City, Netscape Netcenter, and AOL.COM. In January
1999, AOL announced its intention to merge with Time
Warner to create a global media and interactive technolo-
gies leader, AOL Time Warner.

Key Markets Addressed: In the B2B space, AOL recently announced a three-year
Interactive services, Web brands, Internet technologies, and e- strategic alliance with PurchasePro.com to develop a co-
commerce services branded marketplace to provide business users of AOL,
AOL.COM, CompuServe, and Netscape Netcenter with
Management Team:
Co-founder, President & CEO: Stephen Case an electronic commerce solution. The co-branded
Led company since IPO in 1992, growing it from $30MM in revenue AOL/PurchasePro.com is expected to roll out in Q2:00.
to $4.7B in 1999
President & COO: Robert Pittman
Creator of MTV; previously at MTV Networks, Quantum Media, Also under the agreement, the companies will co-develop
Time Warner Enterprises, Six Flags Entertainment and CENTURY future technologies and business exchanges to better en-
21
Senior VP & CFO: Michael Kelly able businesses of all sizes and across all industries to
Previously EVP of Finance & CFO at GTE increase sales and reduce supply costs. AOL and Pur-
chasePro.com will blend a team of product engineers to
Board of Directors:
Stephen Case – Chairman & CEO
lead the effort. The alliance presents an addition to the
Robert Pittman – President & COO company’s existing alliance with Sun Microsystems under
Miles Gilburne – Former VP of Corporate Development the iPlanet brand to offer easy-to-deploy, end-to-end e-
Kenneth Novak – Vice Chairman
Marjorie Scardino – Pearson commerce and enterprise solutions.
James Barksdale – Barksdale Group
Franklin Raines – Fannie Mae
Colin Powell – America’s Promise
Daniel Akerson – NextLink Communications
Frank Caufield – Kleiner, Perkins, Caufield & Byers
Alexander Haig – Worldwide Associates

Key Investors:
Janus Capital, Barclays Bank, Fidelity, State Street Bank & Trust, The
Vanguard Group

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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Arbinet (Privately Held) Market Communities for Buying/Selling: Telecom


www.arbinet.com New York, NY

Company Description:
Arbinet has created an Internet-based business-to-business
trading exchange through which telecommunications
service providers can buy, sell, and deliver to each other
network capacity, expressed in minutes of available calling
time, for international and domestic long-distance voice
and fax calls. The company provides a neutral exchange,
favoring neither buyers nor sellers, allowing participants to
trade anonymously.

In addition to providing a transaction platform, Arbinet has


developed the technology to provide the fulfillment of the
trades. Physical delivery of traded capacity is made auto-
Key Markets Addressed: matically through the company’s multi-port switch, using
Circuit-switched telecommunications capacity proprietary software and processes. The company handles
all invoicing, collection, and payment for trades effected
Management Team:
Chairman, CEO & President: Anthony Craig
on its exchange, evaluating and assuming the risk of the
Previously President & CEO of Global Knowledge Network, VP at creditworthiness of each buyer, and providing continuous
Digital Equipment, Senior VP at Oracle, and President & CEO at C3 monitoring and online rating of the service quality of each
Founder & Vice Chairman: Alex Mashinsky
Previously Chairman, CEO & President at Arbinet, and President at seller’s network.
VoiceSmart
CFO: Robert Vaters By trading capacity on its online exchange, Arbinet allows
Previously Executive VP of Finance & Administration and CFO of
Premier Technologies telecommunications service providers to enhance the utili-
zation of their networks, increase their revenues, and re-
Board of Directors: duce their operating and administrative costs. Arbinet pro-
Anthony Craig – Chairman, CEO & President
Alex Mashinsky – Founder & Vice Chairman vides a centralized trading and switching hub that elimi-
Douglas Alexander – Internet Capital Group nates the need for individual negotiations, reducing the
Phillip Summe – Chase Capital Partners
transaction provisioning time to only 15 minutes.
Paul Theunissen – JP Morgan Capital
Roland Van der Meer – ComVentures

Key Investors:
ComVentures
Internet Capital Group
Bedrock Capital Partners
J.P. Morgan Capital
Chase Capital Partners
BancBoston Ventures
Robertson Stephens
Soundview Technology Group
Deutsche Bank Alex Brown
Credit Suisse First Boston

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 142
MORGAN STANLEY DEAN WITTER

Ariba (ARBA) Tools for Building Marketplaces: Procurement & Exchanges


www.ariba.com Sunnyvale, CA

Co-covered by Charles Phillips and Mary Meeker

Company Description:
Ariba is a network services and software platform com-
pany for B2B e-commerce. Through the Ariba B2B Com-
merce platform — an open, end-to-end infrastructure of
interoperable software solutions and hosted Web-based
commerce services — the company enables efficient on-
line trade, integration, and collaboration between B2B
marketplaces, buyers, suppliers, and commerce service
providers.

Ariba began by pioneering the concept of operating re-


source management (ORM) and is now a technology and
market leader in the ORM industry, a new category of en-
Key Markets Addressed: terprise applications. The company has delivered a com-
B2B eCommerce Network Platforms prehensive, integrated suite of applications (targeted at
capital equipment, services, MRO, and travel & expenses)
Management Team:
Co-founder, Chairman & CEO: Keith Krach
that manage all operating resources and, importantly, has
Previously COO at Rasna and VP & General Manager at GMF Ro- secured cornerstone accounts in important verticals, which
botics, a GM unit should prove to be key references for future sales.
President & COO: Larry Mueller
Co-founder, EVP & CFO: Edward Kinsey
Previously VP of Finance & CFO at CenterView Software, and VP of In March 1999, Ariba launched the Ariba Network that
Operations & Corporate Controller at Zenger-Miller Corp.
Co-founder & SVP Corporate Strategy: Paul Touw
connects corporate buyers with suppliers. Ariba has made
Previously VP of Sales at Open Market and Sales Manager at Rasna several key acquisitions, including TRADEX and Trading
Dynamics, which bring additional technology and network
Board of Directors: services to the Ariba B2B Commerce platform. The com-
Keith Krach – Co-founder, Chairman & CEO
Paul Hegarty – Ariba pany has made several important announcements in the
Robert Kagle – Benchmark Partners area of B2B exchanges, including announcements with
John Mumford – CrossPoint Venture Partners
Hatim Tyabjim – Verifone
Azurix to launch Water2Water.com, Sabre Holdings to
create Sabre e-Marketplace, and Carghill’s Novapoint.
Key Investors:
Benchmark Capital
CrossPoint Venture Partners
Technology Crossover Ventures
Van Wagoner Capital Management
Amerindo Investment Advisors
DMG Technology
PeopleSoft

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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Ask Jeeves (ASKJ) Tools for Selling from a Web Site: Customer Relationship Management
www.ask.com Emeryville, CA

Co-covered by Mary Meeker and Mark Mahaney

Company Description:
Ask Jeeves offers natural-language answering services and
search services on the Internet. Its technology includes natu-
ral language question answering, a decision support engine,
real-time text-based communication where users can interact
with a live representative, and automated popularity-based
search.

Ask Jeeves is composed of two business segments — Web


Properties & Syndication and Corporate Services. Web Prop-
erties & Syndication provides companies with access to mil-
lions of customers and precise targeting to qualified pros-
pects through a diverse set of delivery systems, and is sup-
Key Markets Addressed: ported by advertising, sponsorship, e-commerce, and syndi-
Web search and question answering cation revenues. Corporate Services offers companies a high-
quality, human-like interface for their Web sites, integrating
Management Team:
CEO: Robert Wrubel
a suite of technologies to offer comprehensive and cost-
Previously COO at Knowledge Adventure, an educational software effective customer support and conversion, being supported
company by development, maintenance, and usage fees.
President & COO: Ted Briscoe
Previously President, Personal Storage Division at Iomega
CFO: Bruce Nakao Ask Jeeves’ corporate service targets corporations seeking
Previously Senior VP & CFO at Puma Technology, a software company effective and efficient online customer service. The service
Board of Directors: allows customers to ask questions in plain English on a com-
Roger Strauch – Chairman pany’s Web site for pre-sales, sales, and support-related is-
Garrett Gruener – Co-founder & Secretary sues, obtaining answers in an automated manner. This en-
George Battle – Andersen Consulting
Daniel Nova – Highland Capital Partners ables companies to reduce customer support costs, remaining
Benjamin Rosen – Compaq Computer more competitive. Ask Jeeves Corporate Services has won
Geoffrey Yang – Institutional Venture
key clients such as Microsoft, Dell, Hewlett-Packard, Com-
Key Investors: paq, Fidelity, Nike, E*Trade, and others.
Compaq Computer
Highland Capital Partners
Institutional Venture Partners
Roda Group Investment Fund

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 144
MORGAN STANLEY DEAN WITTER

AtYourOffice.com (Privately Held) Market Comm. for Buying/Selling: Business Supplies & Services
www.atyouroffice.com Arlington, VA

Company Description:
AtYourOffice.com is a private company that addresses the
office product market. The site offers over 30,000 office
products and services at guaranteed low prices. The company
targets the small business owner and home office markets.
The company also forms partnerships with other online sites
to provide a private-label office product offering. In these
instances, the deal is typically structured as a revenue share.

AtYourOffice.com utilizes over 40 distribution centers and


offers free next-day delivery. AtYourOffice.com also offers
services such as car rental, phone service, and subscriptions
to business publications. The company re-launched its site in
Key Markets Addressed: September to include many new features that had been re-
Small Office/Home Office quested by customers.
Management Team:
President & Founder: Tom Graham
AtYourOffice.com has added better search capabilities,
Over 15 years in technology development, sales and services greater personalization, more and improved product images,
CFO: Harold Hall and easier navigation through product categories.
Previously Executive VP & CFO for Hechinger Company

Board of Directors: The company competes with other Web office supply retail-
John Hechinger, Jr. – Chairman of the Board ers such as staples.com and officemax.com. There is also
Marion Ballard – DataPlus
market opportunity for AtYourOffice.com and similar com-
Stephen Crocker – DSL
Thomas Dailey – Visual Mining panies to forge partnerships with ORMS companies such as
Tom Graham – President & Founder Ariba and Commerce One.
Martin Pinson – U.S. Office Products

Key Investors:
Washington Post
John Hechinger, Jr.
Robert Haft

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 145
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Auto Industry Exchange (Privately Held) Market Communities for Buying/Selling: Automotive
Name TBD

Company Description:
On November 2, 1999, Ford and Oracle announced the for-
mation of a joint venture named auto-xchange.com, an auto-
motive online supply chain network. The same day, General
Motors and Commerce One announced an automotive ex-
change called GMTradeXchange.com.

On February 25, 2000, GM, Ford, and DaimlerChrysler an-


nounced that they would abandon plans to pursue separate
exchanges and focus on developing an industry-wide auto-
motive exchange. The three automakers plan to have equal
ownership in the new venture, which will operate as a sepa-
rate business independent of the three automakers.
Key Markets Addressed:
Automotive The exchange has not yet been named, and until finalized,
GM and Ford will continue to operate their own exchanges.
Management Team: Oracle and Commerce One will be the technology providers
TBD
for the new combined exchange.
Board of Directors:
TBD The exchange will generate revenue based on many value-
added services. Initially, it will collect revenue from auction
Key Investors:
Commerce One fees, purchase transaction fees, message delivery fees, buying
Ford Motor Company consortium fees, and advertising fees.
General Motors
Oracle

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 146
MORGAN STANLEY DEAN WITTER

Automated Power Exchange (Privately Held) Market Communities for Buying/Selling: Energy
www.apx.com Santa Clara, CA

Company Description:
Automated Power Exchange (APX) operates the APX Elec-
tricity Markets that provide a forward market for the sale and
purchase of electricity, electricity transmission, and related
products. Its Internet-based exchange provides a full-service
approach that includes scheduling, credit management, set-
tlement, and price discovery.

Due to deregulation in the electricity industry, exchanges like


the ones operated by APX have come about as energy trans-
mission and physical capacity become tradable commodities.
The seller is typically a power generator looking to sell into
the wholesale market. Purchasers are typically wholesalers
Key Markets Addressed: and aggregators who are bundling power for the retail mar-
Global wholesale electricity kets. The company currently operates several exchanges: the
APX California Markets, the APX Green Power Market, the
Management Team:
CEO & Founder: Dr. Edward Cazalet
APX Ohio Market, and the APX Illinois Market. The com-
Previously founded Decision Focus pany plans to enter the New York, United Kingdom, and
Executive VP & Founder: Jack Ellis other markets in the near future.
Formerly at Energy Management Associates
MD, European Businesses: Per Hjorth
Previously CEO at Nord Pool For the exchange services, APX receives a start-up fee and a
CFO: Russ Kinsch fee for each transaction processed, paid for by the partici-
Formerly at TRW and SSE Telecom
pants. For grid management support services, APX receives
Board of Directors: contracts for development and operation, as well as a fee for
Edward Cazalet – CEO & Founder usage, paid by those who access the grid.
Jack Ellis – Automated Power Exchange
Jake Tarr – Kinetic Ventures
Jim Leahy – Bechtel
Bill Hart – Technology Partners
Bob Larson – Woodside Fund

Key Investors:
Bechtel Enterprises
Commonwealth Edison
FirstEnergy
Kinetic Ventures
Onset Ventures
Q Investments
Technology Partners
Woodside Fund

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 147
MORGAN STANLEY DEAN WITTER

Azurix – Water2Water.com (AZX) Market Communities for Buying/Selling: Water


www.water2water.com Houston, TX

Company Description:
Azurix is a water management company. The company is in
the business of acquiring, owning, operating, and managing
water assets, providing water and wastewater-related serv-
ices, and developing and managing water resources. In Feb-
ruary 2000, Azurix established a partnership with Ariba to
launch Water2Water.com, an Internet-based marketplace for
buyers and sellers of water and water-related services to be
built on the Ariba B2B e-commerce platform.

Water2Water.com will enable water municipalities, agricul-


tural customers, landowners, and environmental customers to
transact business relating to the transfer and physical delivery
Key Markets Addressed: of water, and purchase or sell water storage and water quality
Water credits over the Internet. The company intends to streamline
the time-consuming paper-related documentation that cur-
Management Team:
Chairman & CEO: Rebecca Mark
rently accompanies the approval process relating to water
Previously Vice Chairman of Enron and Chairman of Enron Interna- transfers.
tional
Vice Chairman & CFO: Rodney Gray
Previously Executive VP of Finance at Enron International and Chair- Azurix is in the process of expanding Water2Water.com to
man & CEO at Enron Global Power & Pipelines offer new procurement products, enabling customers to more
President & COO: John Garrison efficiently procure and sell water-related equipment, services,
Previously VP & General Manager of the North American Agricultural
Group of Case Corp. and a Principal at Enron Development and chemicals. The company will soon launch its MRO
Desk, which will serve as an Internet-based procurement
Board of Directors: network for customers seeking maintenance, repair, and op-
Rebecca Mark – Chairman & CEO
Rodney Gray – Vice Chairman & CFO erations products. The company intends to launch additional
John Duncan – Private Investor products throughout the year, including an Equipment Desk,
John Wakeham – Vosper Thornycroft Holdings a Construction Desk, and a WaterChem Desk.
Joseph Sutton – Enron
Kenneth Lay, Ph.D. – Enron
Jeffrey Skilling – Enron
William Hood – Wessex Water

Key Investors:
Atlantic Water
Prudential Insurance
Scudder Kemper Investments
Baron Capital

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 148
MORGAN STANLEY DEAN WITTER

Band-X (Privately Held) Market Communities for Buying/Selling: Telecom


www.band-x.com London, England

Company Description:
Band-X operates an independent market for international
wholesale telecom capacity. Its Internet-based exchange,
launched in 1997, provides a portal for buyers and sellers of
bandwidth and related wholesale services.

Within the site, Band-X trades capacity in three ways. Net-


works (managed capacity either leased or owned) is traded
using buyer-led reverse auctions and also through an anony-
mous posting of bids and offers which Band-X matches on an
agency basis. Switched voice is traded through Band-X’s
owned carrier grade switches, where interconnected buyers
and sellers can trade real-time minutes. Currently there are
Key Markets Addressed: approximately 40 carriers interconnected to this voice facil-
Telecommunications bandwidth – voice, IP transit, leased and owned ity. IP Transit is traded by Band-X Routed, a facilities-based
managed capacity internationally
exchange for the real-time trading of access to data networks.
Management Team: This, the latest element of the market to evolve, has signifi-
Founder Director: Marcus de Ferranti cantly changed the traditional dynamic of data network ac-
Previously at General Electric, the Deputy Prime Minister’s deregulation cess.
unit and Royal Air Force
Founder Director: Richard Elliott
Previously at Kleinwort Benson Securities In addition to these three capacity trading areas, Band-X has
a specialist property agency focused on the niche but fast-
Board of Directors: growth market for co-location facilities, where companies
Marcus de Ferranti – Founder Director
Richard Elliott – Founder Director can house their communications and e-commerce equipment.
Alex Hambro
Mike Sherwin – Madison Dearborn

Key Investors:
Madison Dearborn

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 149
MORGAN STANLEY DEAN WITTER

Bidcom (Privately Held) Process Management Between Partners: Construction & Real Estate
www.bidcom.com San Francisco, CA

Company Description:
Bidcom, a building and real estate industry e-business
services provider, helps companies manage risk, drive
down costs, and complete building projects on time. Bid-
com’s services are delivered through the Bidcom e-
Marketplace — a comprehensive e-business environment
that allows building industry professionals to communicate
and collaborate, manage business processes, conduct e-
commerce, and access valuable industry content. Bidcom’s
easy-to-use services support all participants throughout the
complete lifecycle of multiple building projects, including:
owners and real estate developers; architects and design
professionals; general contractors and sub-contractors; and
Key Markets Addressed: facilities managers.
Construction and real estate
Founded in 1997 to help create predictability and drive
Management Team:
Founder & Chairman: Daryl Magana
customer profitability, Bidcom serves the $3.2 trillion dol-
Previously VP Sales at Omware lar building and real estate industry, the world’s second
President & CEO: Doug Sabella largest vertical industry.
Previously President of Communications Applications Group at Lu-
cent
Co-founder & Executive VP: Salvador Chavez
Previously Consultant at Deloitte & Touche
CFO & VP: Betty Yamanaka
Previously VP of Finance & Administration at Informatica

Board of Directors:
Doug Sabella – President & CEO
Daryl Magana – Founder & Chairman
Salvador Chavez – Co-founder & Executive VP
Kenneth Fox – Internet Capital Group
Phillipe Cases – Partech International
Nicolas El Baze – Softway International
Ron Pressman – GE Capital Real Estate

Key Investors:
Partech International
Internet Capital Group
Hines
GE Capital Equity and Real Estate Divisions
Oracle Venture Fund

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 150
MORGAN STANLEY DEAN WITTER P 1 0

BigVine.com (Privately Held) Market Communities for Buying/Selling: Barter


www.bigvine.com Redwood Shores, CA

Company Description:
BigVine.com is an online exchange for businesses to use
barter as a means to grow. The company has created an
online B2B barter marketplace to allow businesses to
trade goods and services on its Web site, allowing them to
build their businesses without spending cash.
BigVine.com has established a system which uses Trade
Dollars as of a medium of exchange on its Web site. By
developing a unit of value on its site, BigVine.com cre-
ated a virtual currency that allows members to conduct
transactions beyond traditional one-to-one barter.

BigVine.com provides its clients with a network of Mem-


Key Markets Addressed: ber businesses, allowing them to obtain services or prod-
Small, medium & large business barter ucts while saving money. The exchange provides its
members with the opportunity to find new customers
Management Team:
Co-Chairman, President & CEO: Bippy Siegal
without spending time and money on marketing. Member
Previously Co-president at TwoLink and Co-founder of AmeriCash, businesses join, sell their products or services, and then
recently sold to American Express buy for their businesses while potentially saving their
Co-Chairman: Eric Gertler
Previously President & COO of the magazine group that publishes cash.
U.S. News & World Report, Fast Company and The Atlantic
Monthly BigVine.com enables businesses to leverage excess ca-
CTO: Louis Monier
Previous Founder & Chief Technologist for AltaVista, and previ- pacity or unutilized resources to obtain products and
ously at Digital Equipment services needed for their business. The company gener-
ates revenue by charging a 3-4% fee of total Trade Dol-
Board of Directors:
Bippy Siegal – Co-Chairman, President & CEO lars transacted to both buyers and sellers on the exchange.
Eric Gertler – Co-Chairman BigVine.com should provide an extremely attractive op-
Vinod Khosla – Kleiner Perkins Caufield & Byers portunity for cash-strapped businesses to purchase prod-
William Hearst III – Kleiner Perkins Caufield & Byers
Sandy Robertson – Robertson Stephens ucts and services without spending cash.
David House – American Express
Marc Lipschultz – Kohlberg Kravis Roberts & Co.
Leo Hindery, Jr. – GlobalCenter

Key Investors:
Kleiner Perkins Caufield & Byers, American Express, Europ@web,
Carlyle Internet Group, Kohlberg Kravis, Roberts & Co., RRE Ven-
tures, Sanford Robertson

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 151
MORGAN STANLEY DEAN WITTER P 1 1

BizBuyer.com (Privately Held) Market Communities for Buying/Selling: Business Supplies & Services
www.bizbuyer.com Santa Monica, CA

Company Description:
BizBuyer.com is a B2B marketplace that connects small and
mid-sized businesses to suppliers of business products and
services. The company operates a reverse auction system,
where suppliers compete to fulfill business purchasing needs.
BizBuyer.com is targeting the small and mid-sized business
product and services market.

BizBuyer.com offers its members access to over 20,000


qualified vendors in 63 categories of products and services,
as of March 15, 2000, including: Internet services; telecom-
munications; insurance; financial services; legal services; IT
and business consulting; and various others. The company
Key Markets Addressed: generates revenue by charging suppliers to submit bids and
Small and mid-sized business purchasing commissions on closed transactions.

Management Team: BizBuyer.com provides objective buying guide content and


Founder, Chairman & CEO: Bernard Louvat
Previously Founder & CEO of Office Depot’s first subsidiary in Europe, custom online templates for RFQs to its business clients.
and General Manager of CitySearch Los Angeles After a buyer completes an RFQ, BizBuyer.com matches it
Senior VP & CFO: Patrick Lopker
Previously EVP & CFO Disney/ABC Cable Networks
with qualified suppliers for them to submit a quote. Buyers
Senior VP of Marketing & Commerce: Paolo Consiglio can then choose the quote which best meets their specific
Previously Co-founder & COO of Benelli, a motorcycle start-up, and needs. By using BizBuyer.com, businesses can benefit from
Engagement Manager at McKinsey & Co.
time and cost savings in the purchase process, and suppliers
Board of Directors: benefit from accessing qualified buyers at a lower customer
Bernard Louvat – Founder, Chairman & CEO acquisition cost.
Jeanne Lewis – Staples.com
Peter Mills – CMGI@Ventures
Tom Unterman – Times Mirror Chandler Trust Ventures On February 8, 2000, Staples.com announced a strategic alli-
Meg Whitman – eBay ance with BizBuyer.com in which BizBuyer.com will have
the opportunity to provide RFQ services to millions of busi-
Key Investors:
CMGI @Ventures ness customers of Staples.com.
Staples.com
Redpoint Ventures
Intel Capital
Morgan Stanley Dean Witter Ventures
US Venture Partners
eCompanies
Meg Whitman

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 152
MORGAN STANLEY DEAN WITTER P 1 2

BizProLink (Privately Held) Market Communities for Buying/Selling: Multiple Verticals


www.bizprolink.com Ft. Lauderdale, FL

Company Description:
BizProLink is a network of over 100 B2B vertical communi-
ties. The company currently operates as an information ag-
gregator and business applications service provider (ASP)
hub, offering its members various vertical portals in 15 main
industries, ranging from Aerospace and Healthcare to Food-
service and Media & Telecommunications. BizProLink in-
tends to leverage its e-commerce communities to develop a
B2B net-marketplace platform to allow transactions to occur
over its network of sites.

Each BizProLink portal provides users with industry-specific


news, and over 80 online business tools, ranging from payroll
Key Markets Addressed: services to equipment leasing and business financing.
Various Industrial Verticals
The company’s strategic partnership with BroadVision, a
Management Team: worldwide supplier of personalized e-business applications,
Founder, CEO & President: Steven Sponder
Internet B2B Pioneer, selected by Microsoft in 1995 to develop a Food- allows businesses to set up highly customized virtual store-
service Industry community for Microsoft’s MSN service fronts in multiple business verticals. BizProLink’s industry-
CFO: Vincent Persiani
Previously Financial Consultant at Ernst & Young, Price Coopers, and
specific communities serve as a first point-of-contact and a
Grant Thornton transaction center for companies seeking to engage in e-
Executive VP of Sales: Steve Correia commerce.
Previously Regional Manager of Latin America Program Operations at
Microsoft
In addition to its B2B community effort in the United States,
Board of Directors: BizProLink is leveraging its industry expertise and partner-
Stephen Warner – CrossBow Ventures
Steven Sponder – BizProlink
ships to become a Net marketplace first mover in the B2B
Kevin Goch – BizProLink space internationally.
Bruce Kassman – BizProLink

Key Investors:
CrossBow Ventures
NetInvest Overseas
SMS-Securities

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 153
MORGAN STANLEY DEAN WITTER

Branders.com (Privately Held) Market Communities for Buying/Selling: Promotional Items


www.branders.com Foster City, CA

Company Description:
Branders.com is an online provider of custom branded pro-
motional items for the marketing, sales, and event planning
professional. The company offers professionals a single
source to locate, design, order, and track promotional items
online.

Branders.com allows customers to see before they buy with


production-realistic PhotoSample Technology.
Branders.com’s patented PhotoSample process allows its
customers to upload brand images and corporate logos to the
site and then manipulate the color, location, and design style.
This process is done with a personalized online project
Key Markets Addressed: folder, which makes collaboration with colleagues and deci-
Custom-branded promotional items sion-makers straightforward and easy.

Management Team: Branders.com offers merchandise from 35 promotional prod-


President & CEO: Jerry McLaughlin
Previously CEO at Enwisen and most recently at Altos Ventures ucts suppliers, such as Champion, Hanes, Swiss Army, and
VP, Sales & Marketing: Dale Veno Waterman. The company has over 2,000 products, colors,
Previously VP of Mid-Market customers, IBM
VP, Finance: Tom Rickey and designs covering more than 20 premium categories and
Previously CFO at Enwisen brands. The company’s comprehensive engine allows cus-
tomers to search for products that match exact specifications,
Board of Directors: including advanced searches based on product category,
Jerry McLaughlin – President & CEO
Brendon Kim – Altos Ventures budget, and turnaround time.
David Chao – Doll Capitol
Jin Byun – ABS Ventures
DuBose Montgomery – Menlo Ventures
John Lillie

Key Investors:
Menlo Ventures
Altos Ventures
ABS Ventures
Doll Capital
Discovery Ventures

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 154
MORGAN STANLEY DEAN WITTER

Breakaway Solutions (BWAY) Network Services: Application Servicing


www.breakaway.com Boston, MA

Covered by Michael Sherrick

Company Description:
Breakaway is an emerging “Full Solution Provider” (FSP) of
strategy, eBusiness, and customer relationship management
solutions. A full solution provider delivers services address-
ing all stages of the application lifecycle, including strategy,
application development, application integration, and the
ongoing maintenance and enhancement of such application.

The company targets its services toward middle-market en-


terprises, both companies, and divisions of companies, with
up to $1 billion in revenues and emerging digital business or
“dot coms”. Breakaway offers these customers a comprehen-
sive suite of services, including strategy consulting, package
Key Markets Addressed: software implementation, custom application development,
Middle market enterprises, both companies, and divisions of companies, enterprise application integration, and application hosting
with up to $1 billion in revenues and emerging digital businesses or “dot
coms”
services. BWAY focuses its development efforts on cus-
tomer/client-intensive applications, including e-commerce,
Management Team: sales force automation, enterprise marketing, customer serv-
President & CEO: Gordon Brooks ice, and order management solutions.
Previously Senior VP of Sales, Field Marketing & Operations for Cam-
bridge Technology Partners
CFO & VP, Administration: Kevin Comerford BWAY utilizes a unique delivery method that includes local
Previously the Co-founder and President of Boston Sales Automation regional delivery locations and solution labs. This unique
VP, IT Strategy Services: Janet Tremlett
Previously held various IT management positions with KSJ Technova- delivery method enables Breakaway Solutions to provide
tions and The Net Collaborative best-of-breed skills throughout all geographies, while at the
same time maintaining a local presence.
Board of Directors:
Christopher Greendale – Internet Capital Group
Walter Buckley, III – Internet Capital Group
Frank Selldorff – Reach Ventures

Key Investors:
Internet Capital Group
Putnam Investment Management
TCW Group
Loomis Sayles & Company

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 155
MORGAN STANLEY DEAN WITTER

BroadVision (BVSN) Tools for Selling from a Web Site: Customer Relationship Management
www.broadvision.com Redwood City, CA

Company Description:
BroadVision is a leader in personalized e-business applica-
tions. BroadVision’s comprehensive suite of integrated ap-
plications are built for delivery via the Web and wireless
devices. Companies using BroadVision applications get to
market quickly, launching innovative e-commerce, self-
service, and enterprise information sites where personalized
interactions and transactions occur with consumers, business
partners, and employees. BroadVision’s One-to-One appli-
cations power innovative business-to-consumer sites and
business-to-business exchanges for the world’s top compa-
nies in financial services, telecommunications, retail, and
travel. BroadVision applications are available in more than
Key Markets Addressed: 120 countries.
Internet Personalization
Customers use BroadVision applications to build strong rela-
Management Team:
President, Chairman & CEO: Pehong Chen
tionships with everyone who is essential to their enterprises:
Previously VP of Multimedia Technology at Sybase, and Founder & customers, partners, employees, and suppliers. BroadVision
President of Gain Technology, a supplier of multimedia software tools gives them e-business capabilities that can help them domi-
CFO & VP of Operations: Randall Bolten
Previously Corporate Controller at Oracle, and CFO at BioCAD nate their industries.
CTO: Eric Golin
Previously at OpenVision Technologies, GTE and Digital Equipment BroadVision offers to its clients packaged enterprise Internet
Board of Directors:
applications that enable automated relationship management
Pehong Chen – President, Chairman & CEO over the Internet, intranets, and extranets with customers,
David Anderson – Sutter Hill Ventures employees, suppliers, distributors, and others. The company
Yogen Dalal – Mayfield Fund
Koh Boon Hwee – Wuthelam Group offers targeted applications for B2C and B2B commerce,
Todd Garret – Proctor & Gamble retail financial services, and knowledge management. In ad-
Carl Pascarella – Visa USA dition to the software, BroadVision also provides its clients
Klaus Luft – MATCH
with the necessary strategic services to better tailor the soft-
Key Investors: ware to the client’s needs.
Mayfield Fund
Sutter Hill Ventures
Itochu Technology
Stanford University
Ameritech Development
4C Ventures

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 156
MORGAN STANLEY DEAN WITTER

BuildNet (Privately Held) Process Management Between Partners: Construction & Real Estate
www.buildnet.com Research Triangle Park, NC

Company Description:
BuildNet is a provider of management software to home-
builders and suppliers in the residential construction industry.
BuildNet’s objective is to be the business-to-business e-
commerce solution for the residential construction industry.
To reach that objective, BuildNet has designed the BuildNet
E-Building Exchange to provide secure Internet-based pro-
curement, e-commerce, and information services for home-
builders, suppliers, and manufacturers. The BuildNet E-
Building Exchange allows users to confirm pricing and prod-
uct specifications, place purchase orders, and add both prod-
uct and order information automatically to builders’ and sup-
pliers’ management systems. In addition, manufacturers can
Key Markets Addressed: place product information and catalogs on the BuildNet Ex-
Construction industry change for access by homebuilders and suppliers. BuildNet is
testing the BuildNet Exchange and expects to initiate a lim-
Management Team:
Chairman: Nathan Morton
ited market rollout in two cities during the second quarter of
Previously CEO of CompUSA 2000 and plans to commence a commercial rollout in an ad-
Founder & CEO: Keith Brown ditional four to six cities in the second half of 2000.
Previously CEO of BuildNet, and Founder & CEO of Sun Forest Sys-
tems
President & COO: Mike Atwood BuildNet is the result of a merger of seven building-industry
Previously COO of EDS/Enterprise Solutions, a joint initiative between
A. T. Karney and EDS
software companies on the builder side, and three supply
chain management solutions on the supply chain side
Board of Directors: (NxTrend, UniLink, and KeyPrestige). BuildNet is attempt-
Nathan Morton – Chairman ing to leverage its large customer base to expand its business
Keith Brown – Founder & CEO
Mike Atwood – President & COO into the Internet, providing its customers with a procurement
Justin Hall-Tipping – Societe General Capital Partners platform that will allow building industry parties to conduct
Joel Koblentz – Barnard & Co.
Norvell Miller – Southeast Interactive Technology Funds
their buying and selling in a more efficient and timely man-
William Neal – Piedmont Venture Partners ner.
Jerry Rose – GE Appliances
Paul Ryder – GE Capital e-Business
Peter Smith – NxTrend

Key Investors:
GE Capital
GE Appliances
Societe General Capital Partners
Halifax BuildNet Investors
Southeast Interactive Technology Funds
Piedmont Venture Partners
BankBoston
CIT Group
Petra Capital

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 157
MORGAN STANLEY DEAN WITTER P 1

Business.com (Privately Held) Market Communities for Buying/Selling: Business Resources


www.business.com Santa Monica, CA

Company Description:
Business.com is creating a vertical portal and intends to be-
come the leading Internet business brand and service deliv-
ering business resources. The company’s site, while still un-
der development, will offer its users a taxonomy of business
on the Internet, structured by industry, job function and busi-
ness topics. It will include an Internet directory focusing ex-
clusively on business-oriented Web sites, and in-depth news
and information from trusted business news and data sources.

Business.com intends to create a community on the Internet


for business users that not only offers a source of information
but also allows them to exchange ideas and conduct e-
Key Markets Addressed: commerce. By building a large audience of business users,
Comprehensive business and industry information Business.com plans to leverage its base to generate revenues
from advertising, content, and data subscription fees, and
Management Team:
Acting CEO: Jake Winebaum
B2B commerce.
Former Chairman of Disney’s Buena Vista Internet Group, including
Go.com, Disney.com, ESPN.com, ABCNews.com and ABC.com
President & COO: Jim McGovern
Former CTO & Head of Operations Ticketmaster Online CitySearch
Editor-in-Chief: Peter Gumbel
Previously Los Angeles Bureau Chief of The Wall Street Journal

Board of Directors:
Jake Winebaum – eCompanies
Andrew Greenebaum – eCompanies
Steven Ledger – eCompanies Venture Group

Key Investors:
eCompanies
eCompanies Venture Group

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 158
MORGAN STANLEY DEAN WITTER

BuyerZone.com (Privately Held) Market Communities for Buying/Selling: Business Supplies & Services
www.buyerzone.com Cambridge, MA

Company Description:
BuyerZone.com is a small business Internet purchasing mar-
ketplace, enabling its customers to research, locate, compare,
and purchase products and services from multiple best-of-
breed suppliers. The company provides more than 200 pur-
chase categories representing 150,000 offerings ranging from
office equipment, supplies, technology, and business serv-
ices. In September 1999, BuyerZone.com announced that it
reached a landmark of 1 million business customers served,
with gross transactions exceeding $2.5 billion.

The small business procurement market is an $800+ million


market, characterized by a wide range of product offerings
Key Markets Addressed: and fragmentation. The possibility to consolidate all of a
Small business procurement business’s purchases in one centralized hub can increase the
efficiency of procurement and operations for small busi-
Management Team:
CEO: Brenda Chin Hsu
nesses, leading to time and cost savings.
Previously General Manager of Vertigo Development Group’s Internet-
based financial software business, and Product Manager for Microsoft’s BuyerZone.com provides buyers with over 10,000 suppliers,
Broadband Platform & Applications Group
Founder & Director, VP Content: Mie-Yun Lee including well-known names such as ADP, Canon, Fidelity,
Previously at Corporate Decisions, a Boston-based management con- Hewlett-Packard, Lucent, NECX, Nortel, Novell, OfficeMax,
sulting firm Pitney Bowes, Panasonic, Paychex, Toshiba, and Xerox. In
CFO: Steven Wishner
Previously VP Finance & Treasurer of TJX Companies addition to numerous suppliers, BuyerZone.com offers its
customers vendor-neutral and personal guidance to assist
Board of Directors: them with their purchasing decisions. Its combination of
Steven Alesio – AMEX Small Business Services
Rob Chandra – Commonwealth Capital breadth of marketplace, expert advice and tools to improve,
David Flaschen – Thomson Financial manage, and automate the purchasing process positions
Duncan McCallum – OneLiberty Ventures BuyerZone to be a strong beneficiary of the growth of B2B
Key Investors:
e-commerce.
BancBoston Ventures
Commonwealth Capital Ventures
OneLiberty Ventures
Women’s Growth Capital Fund

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 159
MORGAN STANLEY DEAN WITTER P 1 9

Buzzsaw.com (Privately Held) Process Management Between Partners: Construction & Real Estate
www.buzzsaw.com San Francisco, CA

Company Description:
Buzzsaw.com is a B2B marketplace and collaboration work-
space for the $3 trillion building design, construction, and
real estate management industries. Buzzsaw.com helps
building professionals — architects, engineers, underwriters,
contractors, and facilities managers — to work more effi-
ciently at every stage of the construction and building man-
agement process. A large and fast-growing online resource
center for the construction industry, Buzzsaw.com provides a
comprehensive set of Web-based project hosting and collabo-
ration tools, news and information, directories, and e-
commerce services.

Key Markets Addressed: Buzzsaw.com has more than 175 employees in 10 offices.
Construction industry The company is a privately held company backed by Auto-
desk and Crosspoint Venture Partners. Autodesk is the
Management Team:
CEO & President: Carl Bass
world’s leading supplier of design software and digital con-
Previously Executive VP at Autodesk Ventures and CTO at Autodesk tent creation tools for the building industry. One of the larg-
Co-founder & Senior VP: Anne Bonaparte est software companies in the world, Autodesk has more than
Previously VP at Autodesk Ventures, and a consultant at Bain & Co.
Co-founder & SVP of Strategic Planning: Larry Wares 4 million customers in over 150 countries.
Previously CEO of WareCon Systems

Board of Directors:
Carl Bass – CEO & President
John Mumford – Crosspoint Ventures
Carol Bartz – Autodesk

Key Investors:
Autodesk
Crosspoint Venture Partners

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


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CapitalStream (Privately Held) Fulfillment / Finance: Financing


www.capitalstream.com Seattle, WA

Company Description:
Launched in 1995, CapitalStream enables integrated Web-
based commercial financing for B2B e-commerce compa-
nies, manufacturers, and financing companies through its
global network, CapitalStream.com, and a range of integrated
tools. CapitalStream.com is a hosted e-commerce network
that consists of: a) Web-based customer acquisition and
servicing tools that enable companies to craft personalized
online customer credit programs, content, rates, and terms; b)
FinanceItNow, which integrates e-commerce Web sites with
their financing partners via CapitalStream.com; and, c) Vir-
tual Private Market, which allows companies to create a pri-
vate marketplace and access the full range of Capital-
Key Markets Addressed: Stream.com market participants.
Global Commercial Finance (leasing/lending/credit)
CapitalStream.com enables companies to create a complete
Management Team:
President & CEO: Stephen Campbell
Web-based Financial Supply Chain to better service custom-
Previously Founder & CEO of Devonshire Technology, and VP of In- ers, increase sales, access a wide range of financing and dis-
vestment Technology, Investment Research, & International Technol- tribution partners, offer point-of-sale financing with real-time
ogy at Fidelity Investments
Senior VP of Market Development: Jim Brady credit decision-making, and automate internal workflow.
Previously VP & General Manager of GE Capital, and a senior level System 1 CenterPoint is a suite of self-hosted transaction
manager at MetLife Capital and Colonial Pacific Capital
VP of Business Development: Michael Pinckney
automation and real-time credit workflow tools that integrate
Previously e-Commerce Industry Manager at Microsoft, and Research seamlessly with CapitalStream.com. CapitalStream has over
Director at Gartner Group 570 customer firms who used its products to facilitate an
estimated $8.5 billion in commercial financings in 1999.
Board of Directors:
Cliff Monlux – Co-founder & Chairman
Stephen Campbell – President & CEO
Victor Parker – Spectrum Equity Investors
Steve Arnold – Polaris Venture Partners
John Carleton – Benaroya Capital
Enrique Godreau III – Voyager Capital

Key Investors:
Spectrum Equity Investors
Polaris Venture Partners
Voyager Capital
Benaroya Company
Merrill Lynch KECALP

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 161
MORGAN STANLEY DEAN WITTER

Celarix (Privately Held) Process Management Between Partners: Transportation


www.celarix.com Boston, MA

Company Description:
Celarix provides shippers and transportation service provid-
ers with comprehensive, integrated Web-hosted applications
that combine the ability to procure transportation services
and manage the logistics process online.

The Celarix Marketplace connects shippers and carriers in


the fragmented global shipping industry, allowing them to
exchange shipping information and close deals online. In
addition to procuring services, the Marketplace also provides
value-added services to both shippers and providers, such as
customs compliance, bookings, contract management, tariff
filing, and landed cost. The exchange has initially targeted
Key Markets Addressed: ocean shipping for its solutions, and is currently expanding
Transportation into air and truck shipping.

Management Team: Celarix shipper services include features such as shipment


Co-founder & CEO: Evan Schumacher
Previously a logistics consultant with KPMG Peat Marwick and worked monitoring, freight payment, customs management, landed
in international operations at LA Gear cost calculation, and quota management.
Co-founder & Executive VP: Graham Lubie
Previously managed project teams for custom systems development
and ERP implementations at Andersen Consulting Celarix services provide a single solution that allows trans-
CFO: Mark Shooman portation and logistics professionals to buy, sell, manage, and
Previously VP, CFO, & Treasurer at ADE and VP and CFO at retail
sales division of Fidelity evaluate all of their company’s logistics activities, by auto-
mating and simplifying the processes of moving and manag-
Board of Directors: ing goods worldwide.
Izhar Armony – Charles River Ventures
Skip Maner – Internet Capital Group
Christopher Rankin –P&O Nedlloyd
Douglas Smith – Chase H&Q

Key Investors:
Charles River Ventures
Chase H&Q
TL Ventures
Technology Crossover Ventures
Integral Capital Partners
Comdisco Ventures

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 162
MORGAN STANLEY DEAN WITTER

Cephren (Privately Held) Process Management Between Partners: Construction & Real Estate
www.cephren.com Palo Alto, CA

Company Description:
Cephren is a new company formed by the merger of Blueline
Online, a provider of Internet-based project collaboration
services for the building and construction industry, and
eBricks.com, an e-commerce company providing product and
equipment procurement services for the construction indus-
try. Cephren, which is a reference to the master builder of the
Great Pyramids, will use its combined Internet collaboration
and e-commerce framework to help customers change the
way they build the world.

Cephren users include developers, architects, engineers, gen-


eral contractors, subcontractors, distributors, and manufac-
Key Markets Addressed: turers. Cephren’s solution integrates projects and e-
Construction project collaboration and e-procurement commerce needs to simplify the construction process.

Management Team: Cephren currently has projects on five continents represent-


CEO: Robert Majteles
Previously President & CEO at ULTRADATA, a provider of information ing more than $40 billion in total construction value.
management software for financial institutions Cephren’s current customer base includes more than 10,000
CFO: Alfred Merriweather
Previously CFO & VP of Finance at Symphonix Devices, a developer registered users, such as GE Power Systems, The Bechtel
and manufacturer of implantable hearing devices Group, 3COM, Webcor Builders, HOK, Odebrecht, and Gen-
sler.
Board of Directors:
Jas Dhillon – Cephren
Robert Majteles – CEO
Bruce Bourbon – Telos Ventures
John Santoleri – EM Warburg Pincus
Robert Dove – Bechtel Enterprises
Barbara Laur – GE Power Systems
Carlo Bonomi – Grupo Picking Pack

Key Investors:
E.M. Warburg, Pincus & Co.
GE Equity Investments /GE Power Systems
Goldman Sachs & Co
Bechtel Enterprises

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 163
MORGAN STANLEY DEAN WITTER

ChannelPoint (Privately Held) Fulfillment / Finance: Insurance


www.channelpoint.com Colorado Springs, CO

Company Description:
ChannelPoint is a provider of Internet-based B2B solutions
for the insurance industry. The company’s software applica-
tions and services allow carriers, distributors and buyers of
insurance to automate the insurance distribution process and
facilitate end-to-end transaction processing. The company’s
technology electronically links insurance carriers with distri-
bution channels, ranging from traditional brokers, financial
brokerage firms to emerging distribution channels such as
Internet portals.

With its Exchange Platform technology, ChannelPoint al-


lows individual carriers or groups of carriers to create dy-
Key Markets Addressed: namic electronic marketplaces customized to their particular
Insurance distribution strategies.
Management Team:
Co-founder, Chairman, President & CEO: Ken Hollen
The company offers products for health and ancillary carri-
Previously Co-founder & CEO of Icon Health, a consumer health ers, life insurance and annuity carriers, property and casualty
information services company acquired by Healtheon carriers, distributors and portals.
Executive VP, Industry Services: Frederick Eppinger
Previously Principal at McKinsey & Company
Executive VP, Product Development & Operations: Frederick Rook III
Previously CTO at Manugistics
Co-founder & Senior VP, Business Development: James Hollen
Previously VP of Market Development at Healtheon
Senior VP, Finance & Administration, & CFO: Timothy Hoogheem
Previously CFO at Somatogen, a biopharmaceutical company
Senior VP: David Whetten
Previously Founder & CEO at InsurQuote
Senior VP: William Woahn
Previously President at InsurQuote

Board of Directors:
Ken Hollen – Co-founder, Chairman, President & CEO
James Hollen – Co-founder & Senior VP, Business Development
Gregory Brenneman – Continental Airlines
Michael Fraizer – GE Financial Assurance Holdings
Steven Gluckstern – Capital Z Partners
Eve Kurtin – Pacific Ventures Group
Bernard McDonagh – UnitedHealth Group
Adam Mizel – Capital Z Partners
Nancy Schoendorf – Mohr, Davidow Ventures

Key Investors:
Capital Z Financial Services, Mohr, Davidow Ventures, Pacific Ven-
ture Group, Validus, GE Capital Equity Investments, Intuit

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 164
MORGAN STANLEY DEAN WITTER

CheckFree (CKFR) Fulfillment / Finance: Billing


www.checkfree.com Columbus, OH

Company Description:
Founded in 1981 as an electronics payment processor,
CheckFree is now a provider of financial electronic com-
merce services. It launched the first fully integrated elec-
tronic bill presentment and payment solution (EBPP),
CheckFree E-Bill, in March 1997. The company has con-
tracts with 89 major billing companies, 62 of which now
make electronic bills available for payment.

Through the acquisition of BlueGill Technologies, Check-


Free can now offer a complete turnkey solution for elec-
tronic billing. The company also provides electronic bill-
payment processing services to more than 350 financial in-
Key Markets Addressed: stitutions, including 40 of the top 50. CheckFree products
Electronic billing process more than two-thirds of the nation’s six billion
Automated Clearing House (ACH) payments and in 2Q00,
Management Team:
CEO: Pete Kight
55% of CheckFree’s payments were made electronically.
President & COO: Peter Sinisgalli
Previously Executive VP & CFO of Dun & Bradstreet Software
Vice Chairman, Corporate Development: Mark Johnson
Previously at the Federal Reserve Bank Ohio and Bank One
Executive VP & CFO: Allen Shulman
Previously an attorney for the Atlanta office of Horvath & Lieber

Board of Directors:
Peter Kight – CEO
Mark Johnson – Vice Chairman, Corporate Development
William Boardman – Banc One
Eugene Quinn – Confluence Capital Partners
Jeffrey Wilkins – Metatec Corporation
George Manser – Uniglobe Travel USA

Key Investors:
Greylock Capital
Highland Capital Partners
Midland Life Insurance
Pan Western Life Insurance
CLIC
Grange Mutual Casualty
Tribune Ventures
Nationwide Insurance

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 165
MORGAN STANLEY DEAN WITTER

CheMatch.com (Privately Held) Market Communities for Buying/Selling: Chemicals & Plastics
www.chematch.com Houston, TX

Company Description:
CheMatch.com is the result of an acquisition of vertical pet-
rochemical market maker CheMatch by electronic distribu-
tion and communications network PetroChemNet. The com-
bined entity, now named CheMatch.com, offers its members
a combined trading platform and information center for the
petrochemicals industry.

CheMatch.com is a business-to-business Internet-based mar-


ketplace for purchasers and sellers of commodity chemicals,
plastics and fuel products. CheMatch.com’s marketplace is
centered on a real-time, interactive trading exchange, where
members bid, offer, and negotiate on the Internet for pur-
Key Markets Addressed: chase and sale around the clock. Members of the secure,
Commodity chemicals, plastics and fuel products neutral exchange trade products anonymously, utilizing real-
time pricing and other market information provided through
Management Team:
Chairman, President & CEO: Carl McCutcheon
the exchange. Members are pre-qualified by CheMatch.com
Previously at Koch Industries, Enron, The Williams Companies and and pre-selected by each other before trading on the ex-
Terra Industries change.
Executive VP & CFO: Lawrance McAfee
Previously at ITEQ, Waste Processor Industries and Stillbrooke Corpo-
ration CheMatch.com members include over 125 leading chemical
Senior VP & General Manager North America: Fred Cook companies and other leading purchasers and sellers of com-
Previously at Enron and Dow Chemical
modity chemicals, plastics, and fuel products, including trad-
Board of Directors: ers, distributors, brokers, manufacturers, and end-users. The
Carl McCutcheon – Chairman, President & CEO exchange has conducted over $100 million in transactions
Lawrance McAfee – Executive VP & CFO
Earl Armstrong – DeWitt & Company since February 1998, and over $29 million in transactions in
Bob Gower – Specified Fuels & Chemicals the fourth quarter of 1999 alone. CheMatch.com generates
James Saviano – CSC revenues from commissions typically shared by both parties
Janet Hickey – DLJ Capital
David Tabors – Battery Ventures to a completed transaction.

Key Investors:
Battery Ventures
Sprout Group
Bayer AG
Computer Sciences Corporation
E.I. duPont de Nemours & Company
General Electric
Millennium Holdings
Muehlstein Holding Corporation
Stolt-Nielsen Transportation Group
TownsendTarnell
William Heinemann, a subsidiary of Reed Elsevier

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 166
MORGAN STANLEY DEAN WITTER

ChemConnect (Privately Held) Market Communities for Buying/Selling: Chemicals & Plastics
www.chemconnect.com San Francisco, CA

Company Description:
ChemConnect is the operator of the World Chemical Ex-
change, a Web-based neutral auction market where chemi-
cals and plastics manufacturers, buyers, and intermediaries
transact over the Internet. The company runs auctions in
products including petrochemicals, plastics and polymers,
basic industrial chemicals, fine and specialty chemicals,
pharmaceuticals, and agrochemicals. ChemConnect claims
to have hosted billions of dollars in transactions, and seeks
to host a large portion of the transactions that occur in the
$1.6 billion chemicals industry.

The exchange enables buyers to fulfill their chemical and


Key Markets Addressed: plastics needs through the Internet, while sellers can ex-
Chemicals & Plastics Industries pand their customer bases without incurring higher cus-
tomer procurement costs. The exchange allows transac-
Management Team:
Co-founder & CEO: John Beasley tions to be conducted through regular auction format or
Previously VP of Mergers & Acquisitions at First Physician Care through buyer-driven product requests, categorized ac-
President & COO: Philip Ringo
Previously President & CEO at Chemical Leaman Tank Lines, CEO
cording to the chemical requested. The company also of-
at Energy Innovations, ATE-Ryder and Morgan Drive Away fers industry news and information on its site.
CFO: Robert Drury
Previously Senior VP & Corporate Treasurer of Sodexho Marriott
Services
ChemConnect is aligning itself with Andersen Consulting,
one of its investors, to expand the capabilities of the World
Board of Advisors: Chemical Exchange and integrate it with its customers’
Charlie Beinkampen – DuPont enterprise systems, supply chain management, and elec-
Art Peabody – Union Texas Petroleum
Guy Sutherland – Phillips Petroleum tronic procurement. The alliance is meant to build systems
Basil Vassiliou – Rohm & Haas Company to allow chemical industry players to identify supply sur-
Bill Waycaster – Texas Petrochemicals
Harry Wheat – Union Texas Petroleum
pluses and shortages and immediately be able to trade on
the information, developing an effective procurement so-
Key Investors: lution in addition to the exchange.
Institutional Venture Partners
Andersen Consulting
CMEA Ventures
Goldman Sachs
Highland Capital Partners
IVP Technology
Stanford University
Weiss, Peck & Greer

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 167
MORGAN STANLEY DEAN WITTER

ChipCenter (Privately Held) Market Communities for Buying/Selling: Electronics


www.chipcenter.com New York, NY

Company Description:
ChipCenter is a distributor and information aggregator of
electronic components on the Internet. Backed by four of the
largest suppliers of information and product services to the
electronics-original-equipment-manufacturing (EOEM) in-
dustry, Arrow Electronics, Aspect Development, Avnet, and
CMP Media, ChipCenter is positioned with content and
product offerings to attract viewers and buyers to its elec-
tronic components hub.

ChipCenter has already aligned a group of over 200 elec-


tronic component manufacturers, including Altera, AMD,
Burr-Brown, Cypress, HP, IBM, Intel, LSI Logic, Lucent,
Key Markets Addressed: Motorola, National, NEC, Philips, Sony, TI, and Toshiba, to
Electronic components information and purchasing provide products to be sold on its site. The company intends
to win a share of the $200 billion market for electronic com-
Management Team:
CEO: Girish Mhatre
ponents by offering its customers a centralized marketplace
Previously VP & Group Publisher of CMP’s OEM Group where they can get information and purchase electronic com-
Executive VP of Finance & Operations: David Meister ponents.
Previously CFO & Treasurer of Latin Communications Company, and
CFO of Acrodyne Communications
CTO: Madhukar Govindaraju ChipCenter looks to become the Internet’s hub for electronics
Previously Director of e-Commerce Technology & Product Develop- engineers and purchasers from EOEMs. The site will provide
ment at Digital Market, an e-commerce engineer/scientist at Hewlett-
Packard electronics vendors with the opportunity to increase their
sales through the Web. Purchasing agents and engineers, on
Board of Directors: the other hand, will benefit from having an online resource
Girish Mhatre – CEO
Stephen Kaufman – Arrow Electronics where they can compare the offerings of multiple distributors
Tom Hallam – Arrow Electronics on various products, as well as receive up-to-minute pricing
Romesh Wadhwani – Aspect Development and information.
Steve Weitzner – CMP Media
Gary Marshall – CMP Media

Key Investors:
Arrow Electronics
Aspect Development
Avnet
CMP Media

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 168
MORGAN STANLEY DEAN WITTER

Click Commerce (Privately Held) Collaboration Tools: Channel Management


www.clickcommerce.com Chicago, IL

Company Description:
Click Commerce is a provider of business-to-business, elec-
tronic commerce enterprise channel management solutions
for manufacturing companies. The company’s software
products and services enable Global 1000 manufacturers to
effectively manage and engage in collaborative B2B e-
commerce throughout their distribution channels. The com-
pany develops, implements, and supports customized “extra-
nets,” which are secure Internet-based systems that connect
manufacturing companies with all participants in the chain of
distribution.

Through the use of its solution, manufacturers are able to


Key Markets Addressed: leverage the Internet to manage their distribution channels by
Channel management providing distributors, dealers, and other channel partners, as
well as customers, real-time access to products, services, and
Management Team: information.
CEO: Michael Ferro, Jr.
Founder of Click Commerce
President: Robert Markese The company’s Internet-based solution, composed of over 70
Previously President of North American Operations for Systems Soft-
ware Associates, an international provider of enterprise resource plan-
applications and the Extranet Manager, automates communi-
ning software and services cation and business processes across the distribution channel
CFO: Rebecca Maskey and can be personalized to each individual user.
Previously Maskey Controller & Treasurer at Cowles Media Co.

Board of Directors: Click Commerce markets its products and services through
Michael Ferro, Jr. – CEO its direct sales force to Global 1000 manufacturers. The com-
Peter Larson – Brunswick Corporation
Emmanuel Kampouris – American Standard
pany’s client list includes manufacturers and divisions of
Jerry Murdock – Insight Venture Associates these companies such as Motorola, Trane, American Stan-
Dr. Michael Hammer – Hammer & Company dard, Bombardier, Mitsubishi, Brunswick, Qualcomm, Over-
Manuel Fernandez – Gartner Group
seas Partners, Kawasaki, and Hyundai.
Key Investors:
Compaq Computer
Insight Venture Associates
Gartner Group

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 169
MORGAN STANLEY DEAN WITTER

CNET Networks (CNET) Market Communities for Buying/Selling: Technology Products & Services
www.cnet.com San Francisco, CA

Co-covered by Mary Meeker and Mark Mahaney

Company Description:
CNET Networks is a global media company that creates
leading content-driven Internet marketplaces for consumers
and businesses seeking technology products and services. In
addition, through its CNET Data Services subsidiary, the
company is a primary provider of information powering the
computer and electronics sales and distribution channels.
CNET’s additional offerings include mySimon, a leading
comparison shopping service, and content for television and
radio with programs on CNBC and in both national and in-
ternational syndication. CNET currently has investments
valued at more than $1 billion, including its approximate
12% stake in NBC Internet.
Key Markets Addressed:
Technology services, products, and information In B2B, CNET’s business computing site offers a complete
resource for enterprise computer buyers and sellers. The
Management Team:
Founder & Chairman: Halsey Minor
Business Computing channel is composed of a solution pro-
Previously an investment banker at Merrill Lynch Capital Markets vider directory that supplies detailed information on thou-
Founder, Vice Chairman & CEO: Shelby Bonnie sands of vendors in 12 top-level categories, in addition to
Previously a managing director at Tiger Management, and an invest-
ment banker at Morgan Stanley providing an editorial resource with relevant content from
President: Richard Marino both CNET and the Web at large.
Previously CEO of PC World, and a publisher at Ziff Davis
CFO: Doug Woodrum
Previously Founder, Executive VP & CFO at Heritage Media CNET Data Services is a provider of technology product
information, powering the e-commerce platforms of over 40
Board of Directors: corporate clients. The standardized data enables any elec-
Halsey Minor – Founder & Chairman
Shelby Bonnie – Founder & CEO tronic commerce platform with smooth catalog browsing,
William Savoy – Vulcan Ventures side-by-side product comparisons, customizable product data
Mitchell Kertzman – Liberate Tech sheets, product grouping, and displaying, whatever the crite-
John “Bud” Colligan – Accel Partners
Eric Robison – Vulcan Northwest ria or the manufacturer, with multi-lingual and multi-market
functionality.
Key Investors:
Gilder, Gagnon, Howe & Co.
Putnam Investment Management
Fred Alger Management
Husic Capital Management

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 170
MORGAN STANLEY DEAN WITTER

Cobalt Group (CBLT) Market Communities for Buying/Selling: Automotive


www.cobaltgroup.com Seattle, WA

Company Description:
The Cobalt Group, provides e-commerce products and serv-
ices to the automotive industry that include Web site design,
development and hosting; Internet advertising and promo-
tional services; training and support services; aggregation of
parts and vehicle data from disparate sources; and online car
referral services.

The Cobalt Group operates the B2B and B2C portals Motor-
Place.com, PartsVoice.com, and DealerNet.com. Motor-
Place.com is a business-to-business vertical portal that ag-
gregates vehicle and parts data from Cobalt’s more than
12,000 auto dealer clients to create a marketplace for dealers
Key Markets Addressed: and other industry participants
Automotive — Business-to-Business; Dealer-to-Dealer; Dealer-to-Manu-
facturer PartsVoice.com is a parts marketing and data collection
Management Team:
company for the automotive industry. PartsVoice collects and
President, CEO & Co-founder: John Holt processes data from over 10,000 dealer clients, and its data-
Previously at IVI Publishing and Oceantrawl base houses more than 35 million OEM parts for sale world-
Executive VP & CFO: David Douglass
Previously with PACCAR, a heavy-duty truck manufacturer wide and is the exclusive contract vendor for several manu-
Executive VP & CTO: Rajan Krishnamurty facturers’ national parts locators in the U.S.
Previously with IBM and Perot Systems

Dealernet.com allows car buyers the opportunity to research


Board of Directors:
Geoffrey Barker – Co-founder and locate both new and used vehicles nationwide, via the
John Holt – President, CEO & Co-founder Internet. This site allows potential car buyers to submit vehi-
Howard Tullman – Tunes.com
Mark Koulogeorge – First Analysis
cle requests directly to dealers, request service appointments,
Joseph Landy – E.M. Warburg. Pincus & Co. and provides links to dealer Web sites. The Cobalt Group
Ernest Pomerantz – E.M. Warburg. Pincus & Co. ended 1999 with approximately 5,200 dealer Web site clients
J.D. Power, III – J.D. Power & Associates
and over 10,000 dealers using its parts locating system.
Key Investors:
E.M. Warburg
Pincus Equity Partners
First Analysis Corporation

Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.


Page 406
MORGAN STANLEY DEAN WITTER

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to effect transactions in any security discussed in it may wish to do so with an authorized representative of Morgan Stanley Dean Witter Australia Limited.
To our readers in Canada: This publication has been prepared by Morgan Stanley Dean Witter and is being made available in certain provinces of Canada
by Morgan Stanley Canada Limited. Morgan Stanley Canada Limited has approved of, and has agreed to take responsibility for, the contents of this infor-
mation in Canada.
Additional information on recommended securities is available on request.

© Copyright 2000 Morgan Stanley Dean Witter & Co.


Collaborative Commerce – April 2000

Please refer to important disclosures at the end of this report.