PeopleSoft Gathers Manufacturing and SCM Wherewithal
Part Two: Market Impact
P.J. Jakovljevic - January 26, 2004

Market Impact

This article analyzes whether the array of recent PeopleSoft, Inc. (NASDAQ: PSFT), moves will finally and lastingly establish it as a serious contender in the manufacturing enterprise resource planning (ERP) and supply chain management (SCM) space. These moves are discussed in detail in Part One of this note. In a nutshell, we have been looking positively at PeopleSoft's mega acquisition of J.D. Edwards since its announcement in June albeit not overly enthusiastically due to its inevitable challenges down the track. True, the PeopleSoft-J.D. Edwards merger was in great part about retaining the big five (or big four, or big three) seat and about the need to be bigger within shrinking market opportunities...