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Technology Stocks : i2 Technologies
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To: Shane M who wrote (763)10/14/1998 7:55:00 AM
From: Edward F. Horst Jr.  Read Replies (3) of 2339
 
BAAN is mostly an isolated issue, with many of it's problems being "internal" vs market conditions. Their revenue problems come from the fact they "compete directly" with SAP, PSFT, ORCL, JDEC. ITWO is THE GORILLA of SCM, a strategic initiative corporations "must" implement to remain competitive. These typically aren't the fluff applications which fall under the budget knife. Analysts and money managers "again" don't seem to get it! Get ready for their Upgrades when ITWO shoots back through $25.......... IMO!
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