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Technology Stocks : i2 Technologies
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To: HVN who wrote (842)10/25/1998 6:30:00 PM
From: cm  Read Replies (1) of 2339
 
Not Saying They Won't Continue To Do Big Deals...

Just noting that smaller deals will be admixed into their quarters...
and even more such deals as time goes by and the middle market
dealer program accelerates. As for their big deals, it is EASY to
say that they will be getting more of these precisely because of
the e-BPO (translation: higher price tag) initiative and because
of the aforementioned "accleration to ITWO" as it emerges as
the only SERIOUS ALTERNATIVE in the space.

I was simply responding to someone's concerns about ITWO's
reliance ON THE MARQUEE DEAL... a reliance which is traditional
among many software comapanies... and is not even something new
for ITWO according to my information.

P.S. I echo Boggis' earlier remarks. Seems like a plan to me <g>.

Best Regards,

c m
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