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Technology Stocks : i2 Technologies

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To: Mohan Marette who wrote (738)10/9/1998 8:39:00 AM
From: Edward F. Horst Jr.  Read Replies (1) of 2339
 
This is a "very significant" order, since Boeing has serious problems making money with record levels of orders. Apparently their problem is mostly with the manufacturing, ordering and scheduling areas. As I2 helps them, coupled with the significance of the Toshiba deal being tagged as the largest ever, I'll rest comfortably with my investment and what I believe to be a great opportunity to grow with the company. How many major corporations in the world need this solution? And what can SAP, or anyone else offer? Funny how Analyst have this attitude that only the market share vendors will survive, regardless of the quality and competitiveness of their products and services. Companies don't buy 2nd best to solve critical strategic needs. ITWO is the BEST!
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