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Technology Stocks : i2 Technologies

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To: xfiles who wrote (815)	10/23/1998 1:14:00 PM
From: Melissa McAuliffe	of 2339

I still haven't listened to this cc...haven't had time yet. But I really think that itwo is very conservative. It seems they look around at other companies in the industry and are smart enough to think..."that might happen to us" regardless of how positive they see things internally. The difference between SAP/PSFT and ITWO is that ITWO is in the SCM arena which is hot and growing. Though SAP and PSFT have or will have SCM, they have a lot of other stuff too. The ERP market including the Financials, HR, etc. software seem to be experiencing the slower growth. So even if both SAP and PSFT grow SCM, we aren't just talking about SCM revenues. They have to grow SCM revenues just to make up for the decline in the other. I post frequently on the sebl thread that it's not right to compare SEBL to SAP and PSFT and I think the same thing about ITWO. If I'm correct, there aren't the legacy SCM systems out there being replaced. Isn't this a somewhat new market?? It is so much better that itwo is conservative. It's much less likely we'll be getting a big negative surprise down the road. It's a lot better this way...IMHO....

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