Q1 Paper Outlook — Market Taking Stock

"Everyone talks about the ability to improve the supply chain, to take costs out of the system and get better visibility into supply and demand," Nash says. "But some really see it as a new revenue opportunity and a way to invite other players to the party, thereby fragmenting and complicating relationships more than they already are. These parties are using technology as an excuse to introduce more noise into the system." He is troubled by the introduction of third-party, non-asset holders into the process in the form of independent paper dotcoms.