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Technology Stocks : i2 Technologies

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To: HVN who wrote (827)	10/24/1998 6:21:00 PM
From: cm	Read Replies (2) of 2339

Business FROM Oracle? Hmmmm.... According to Sanjiv during the CC, the Oracle partnership has yet to yield anything significant. Or did I mis-hear that section? Personally, I like ITWO precisely for the LONG haul. Principled, conservative management. Prime position in its sector. Incidentally, a recent Gartner Group Magic Quadrant analysis even puts their Customer Commitment configuration software up there among the leaders. e-BPO changing the competitive landscape... already at work at Frito-Lay and Toshiba PC. e-BPO is their way to outflank a lot of ERP competition, as well as building upon their core planning and optimization strengths. Plenty of growing room left in SCM alone... according to AMR, at least. Middle market strategy to reach the SCM middle classes Rounded out product offerings due to deals with IMI and EXE as well as gobbling up ITLS. ** Remarkable history of innovation... causing SAP and others to play catch-up with me-too products. Best Regards, c m

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