i2 Technologies Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : i2 Technologies

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John D. White who wrote (727)	10/8/1998 8:21:00 AM
From: Edward F. Horst Jr.	Read Replies (1) of 2339

ITWO has by far the best technology in their space, brilliant management which built the company and a Who's Who in channel partners. They will continue to build and expand their technology leadership and application space "on a solid foundation". SAP, on the other hand is dealing with unwieldy technology requiring $$$$$$$ for consultants to get to work for users. Their CEO recently said the solutions are 2 years away and the US President just resigned. The market, in it's infinite wisdom, concludes that SAP will be able to exploit their size to crush competitors, even though their overall market share has fallen over three years + they either don't have solutions -- or they are inadequate competitively. The market has way underestimated ITWO and PSFT in terms of growth potential and as a stronger and stronger competitor, moving into SAP space on a solid foundation with easy to use products. They build while SAP re-engineers and scrambles. IMO.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next