Michelle,
You wrote, snap <Note that for some customers Manu is actually the best SCM v I2. >
As You seem quite familiar with the two companies, could You please elaborate a little bit on Your above viewpoint.
There are two things I wonder about:
1. Which are itwo and manu main (product) differences?, leading to 1a. Which different applications, or customers do they target?
2. Do You think, that, for the above indicated reasons, the two companies i2 and Manugistics could well coexist, without competing for the very same customers?
So far my believe was, both i2 and manu compete for the same customers, only one could win. To have succe$$ in the stock market, I have to pick the winner in the targeted industrial sector. "The winner takes it all", they say!
Regards Lutz |