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Strategies & Market Trends : India Coffee House
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To: Lee who wrote (1011)5/29/1998 11:36:00 AM
From: Mohan Marette  Read Replies (1) of 12475
 
Ref:Supply chain software vendors.

Id be careful with both these stocks. I have a hard time finding a sustainable advantage in this industry.

Lee:

I belive these supply chain software vendors provide intelligent planning and scheduling software for global supply chain management ,cording them save a lot of money for their customers.Obviously a lot of big time companies are paying big bucks to buy their software so there must be some truth to this.

For example:
i2 Technologies claims that they will add $50 billion of value, in growth and savings, for their customers by the year 2005.If this is true then there is obviously sustainable advantage in using their products.Just my opinion, perhaps Shivram could answer you better since he seems to be in the industry.
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