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Technology Stocks : i2 Technologies
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To: Sarmad Y. Hermiz who wrote (2127)1/1/2002 2:15:55 PM
From: Lizzie Tudor  Read Replies (1) of 2339
 
Hi Sarmad!!! Happy new year! Lets hope its a better year... kinda has to be.

But anyway to your questions from the earlier post,

I'm not an ariba expert... actually it was never my favorite investment in enterprise software but anyway, my understanding is that they are staying with sourcing. Their recent alliance with Cascadeworks (contract labor) looks like their strategy going forward.. partner with different sourcing solutions. This is a diversion from their value chain strategy from back in the agile merger times. And that was much more powerful than sourcing... in fact, agil shares bounced back up after the merger was dissolved faster than ariba and I would rather own agil than ariba now, too.

So overall I now think agile, ariba and i2/manu have completely different mkts again. I2/manu in dss supply chain, ariba procurement and agile pdm (bill of materials)... of the 3 procurement seems weakest.

i2 has been the leader of supply chain forever but manu has the hot product in the space right now EPO. I verified i2 doesn't have it. But I'm sure they are working on it and will eventually dominate manu. You might want to diversify a little though.

Going way out on a limb, it could be EPO/pricing is to supply chain what CRM was to ERP.... new mkts etc.
L
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