Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Apollo who wrote (12422)	12/8/1999 11:09:00 PM
From: pala	of 54805

Appollo; Heres the original i2 discussion from back in Oct. again. Bruce Brown (I think) and I already consider i2 at least a nitch Gorilla in Supply Chain Planning and Management. siliconinvestor.com Mike thinks they may be subsumed by the big ERP's, but I think that SAP throwing in with IBM put us one more step away from that worry. Still possible of coarse. i2 is in the FM and the RFM, but my RFM disappeared and I can't remember what they said, off hand. Anyway this is all I know, except for the addition of Sieble and SAP to the value chain. And i2 to theirs I imagine. We just need to wait, longer than we want to, and see how it plays out. Enjoy Doug

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next