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Technology Stocks : i2 Technologies

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To: Wizard who wrote (1831)1/10/2001 11:59:26 PM
From: bob zagorin  Read Replies (1) of 2339
 
i like your analysis wizard. i'd like to reframe the issue slightly and get your take.
1. ARBA vs. CMRC - ARBA has taken the position of an independent software supplier; CMRC is a player and takes a cut. which works?
2. you got to have a way to link the front end to the enterprise as in ARBA-ITWO, ORCL, SAP-CMRCE. can ARBA make it without ITWO?
TIA.
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