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Strategies & Market Trends : Groundhog Day
QQQ 621.08-0.1%Nov 12 4:00 PM EST
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To: John Pitera who wrote (3050)5/3/2002 3:58:28 PM
From: Lizzie Tudor  Read Replies (2) of 6346
 
I bought I2 recently, like yesterday. Right now things look bad bad of course but manu has created some new spaces in supply chain (check manu's growth rate in this climate, 50% q/q license revenue growth which is outstanding)- and I believe i2 can knock that off and execute, with a larger installed base.

Thats what some of these enterprise software guys are lacking- new products. I don't think much really new is coming out of CRM. But we have this new area in supply chain thats good enough for me.

PRGN at less than 1x sales, btw.
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