45 Day Countdown to final edit and release
The distribution rights to my portfolio of GXS opposition research has been purchased by a publisher of B2B Titles. I will append the name and contact details of the new owner of this compendium of GXS history, strategies, and competitive quirks and weaknesses, when the contract’ is fully closed and the NDA is lifted.
I still conduct Q&A session via Skype or Phone at reasonable rates. I may also publish customized research topics on GXS and the entire B2B sector, so I’m still open for business.
The Giant has Massive Competitive Vulnerabilities
Along with opening my calendar for new analyst-advocate consulting services, I am delivering a seminar and report on the workings of VAN and B2B Cloud services sectors, organized by the competitive profiles revealed in the survey. But before we commence, just take a look at this:
Central to the study is a focus on GXS, the company’s quirks, competitive strengths and weaknesses, and how this particular actor’s gravitational influence affects all market participants, from the largest Enterprise OEMs and EDI users, to the smallest trading partners and the Service Providers that make most of the EDI sector operate.
GXS is, as giant PE artificial constructs go, weaker than most, the company’s masters have failed to sell the leviathan, and it seems that the investment banks and SEC are placing roadblocks to a fast IPO – well, at over 10 years in the Francisco Partners portfolio, GXS is now the longest lived failure in the PE Fund’s life-cycle stable of non-runners.
For those that didn’t get the race horse entendre, I was intimating that if a PE fund gave any other existing B2B Comms and solution giant one billion dollars in cash and credit, they would have absolutely run the table and thrived, without the now infamous need to damage the industry with interconnection abuses, The GXS interconnect arbitrage (against Loren Data Corp) was not a display of strength, it was evidence of a GXS management that was out of ideas.
Teaser: Central to all of the GXS competitive deficits, is the absence of “ownership”, a feeling that is inherent to founders, innovators, and inventors. All of the many problems facing, GXS, from customer retention to a steadily increasing negative market sentiment, stems from this lack of an owners or founder’s instinct to preserve and culture a venture’s positive reputation.