Gorilla Game Investing in the eWorld Message Board

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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Bruce Brown who wrote (873)	12/7/1999 5:19:00 PM
From: Bruce Brown	Read Replies (2) of 1817

In talking gorilla game about i2, it is important to note why it qualifies in the first place. Supply Chain Management software itself has a real barrier to entry due to the mathematical algorithms needed. Here's what Mr. T at the Fool says about it: If SCM was largely data exchange, data translation, data modeling, and data management then i2 could easily be threatened by the ERP and such vendors. But the forecasting and planning algorithms require math - the types of things taught in operations research, computing science (not programming - the theory side of software), and applied math. i2 has a bunch of mathematicians and experience in these algorithms. Manugistics at least did once. But it is a real barrier to entry - you must skew your staff to more mathematical sophistication, and commit your product architecture to support intense computational requirements. boards.fool.com Also a discussion going on about how the driving growth in e-commerce and e-sales is stressing out the SCM response. Companies are having to go to i2 for solutions to handle this growth in e-commerce/e-sales and tap into a product that can respond to this stress. Enter i2 and the possible scenario that because of this, i2 may actually stop experiencing a cyclical year with some quarters being traditionally stronger than others. In other words - they could very well see strength in every quarter going forward because of this demand. That's all speculation as it probably grew out of the recent analysts meeting, but points to the growth prospects for SCM due to the increase in e-commerce needing it. It might very well be that the market is placing a valuation on i2 that will continue marching right up into the $200 range. Who knows, but i2 is on solid footing and well positioned for the future growth. BB

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