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Technology Stocks : i2 Technologies

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To: Mohan Marette who wrote (801)	10/23/1998 10:15:00 AM
From: D. K. G.	Read Replies (2) of 2339

i2 Q3 revenue breakdown: Domestic 83% Intl. 17% - Notable: Casio and large Japanese brewer(Kirin?) The CFO said the Q3 Int. sales exceeded his expectations and looks for improvement going into Q4. Customer license revenue Exisiting 61% New 39% Revenue by Industry - Notable customers High Tech 51% - Cisco,Toshiba Furniture 12% - Herman Miller, Steelcase Metals 8% - Bethelham Steel CPG 8% - Frito Lay Autos 7% - Navistar Misc 14% comprised of aerospace, industrials, logisticals E.G. - GE aerospece, Boeing Ten of the major PC makers are now on board. Semi spending in high tech is subject to wide swings. SAP and ERP vendors are the most active in the consumer products group. (Interesting to note as the rhetoric would suggest otherwise.) i2 has captured the big furniture players. i2 saw slightly reduced SCM competition from other vendors? I have to check did I hear that right? e-BPO has shown great interest from the existing customer base. Going forward this may prove to be a great benefit to maintaining a competitive arms lenght from SAP. Only time will tell. Another Machiavellain early A.M. takedown shakeout of weak holders by the market making powers that be. TGIF, Cheers, DKG

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