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Strategies & Market Trends : The New Economy and its Winners

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To: bob zagorin who wrote (25077)	8/3/2005 7:40:36 PM
From: Lizzie Tudor	Read Replies (2) of 57684

well, in order for prgn to take off like i2, (or for that matter for manugistics to take off like i2)- they need to bring in over 70mm in revenue per quarter. Below that and software companies can't be profitable- internet companies can, but software is too service intensive. I2 brought in almost 100mm last quarter so they pushed past the tipping point and after that, boom. But PRGN and MANU are still in the 40-50mm dollar range per quarter and that is the red zone.

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