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Technology Stocks : i2 Technologies

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To: cm who wrote (684)	9/22/1998 8:13:00 AM
From: sadsack	of 2339

I saw the Ellison presentation live (you can do this from the i2 webpage, via broadcast.com). It is pretty cool..Believe that they have now archived these presentations...He ranted about the death of client server system, how e-commerce was the way to go etc etc..Nothing new, but looked like he was affirming the "repackaging" of the i2 mantra to be an "e-commerce" firm also. I understand that the difference between Manu, and Itwo is the vertical focus that they excel at. Manu, has been more CPG focussed than Itwo. I wonder if anybody has a customer list....Does not Itwo d well in the High Tech vertical?

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