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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Bruce Brown who wrote (875)12/9/1999 1:09:00 PM
From: Eric Jacobson  Read Replies (1) of 1817
 
Bruce, it appears Robertson Stephens agrees with you that i2 is a double-edged sword.

biz.yahoo.com

"In the long run, we expect investors to fully appreciate i2's significant competitive position as an eBusiness player not only based on eMarketplaces, but also as the supply chain space morphs into the eCommerce back-end," said Rangan. "In addition, as eBusiness initiatives scale up and the move towards `mass customization and markets of one' takes place, back end complexity will explode - this is where i2 takes over with a solid market share, mind share and product lead."
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