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Technology Stocks : i2 Technologies

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To: Shane M who wrote (1030)	11/19/1998 10:34:00 PM
From: Lizzie Tudor	Read Replies (1) of 2339

Shane manu was always the weak sister to I2. But manu still pretty much owns CPG which is the best market for SCM so there is value there. Look at the manu customer list and you'll see (Nike, Nestle, Nokia etc). I think there are management problems at manu that I2 doesnt have so its really not an accurate picture to say that they are a dying competitor, for example the CFO at Manu just cant seem to manage the choppy revenues so I think manu looks worse than it actually is. That said, manu has an extensive CPG line and Promira for discrete mfg which won against I2 at Nokia. Plus you ve got the entire professional services area which I2 could use immediately - professional services availability has actually delayed some implementations for everybody in high end software. So, yeah it comes down to what I2 would have to pay to get manu... if its reasonable then I say go for it I2. Of course there is also the possibility that I2 is interested in being acquired and if thats the case then no more acquisitions make sense for them. Im a little suspicious here because I2 used to acquire companies periodically but the last one was intertrans and since then, nothing.

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