SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: xfiles who wrote (815)10/23/1998 1:38:00 PM
From: D. K. G.  Read Replies (2) of 2339
 
<<i2 said that SAP has so far shown mostly rhetoric. But i2 also said they would not draw inferences about the future from that; and they also said that this provides an excuse to managers who are looking for a rationale for delaying decisions. SAP is indeed getting some customers to pause to see what develops.>>

It was also said that business managers who have a compelling need
are not waiting for SAP/ERP solutions but adopting what works now.
If a a manager has the luxury of waiting a year or two to implement
a SCM solution i2 may be at a disadvantage. What % of business would prefer or can wait that long? A question to ponder.

A negative impact by ERP vendors on i2's Q3 sales cycle was not seen. That can change of course.

i2 was not comfortable with a revenue model pipeline of above 510 million. A figure apparently given at Planet 98. The ten % operating margin was mentioned but was also mentioned as undefined pending
more analysis in a months time.

i2's growth looks to be constrained from an internal "lack of feet on the street" than an external macro effect currently seen in many ERP
companies. They will have to chose prospects carefully to ensure a high % of sales relative to prospects. Should i2 be lumped in with the ERP group and the same set of assumptions be applied to it?
It is easy to do, it was the first thing I did when investigating this company 2 month ago.

I enjoyed your previous cautionary counterpoints, it make us all better investors.

Regards,

Denis

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News