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Technology Stocks : i2 Technologies

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To: Mohan Marette who wrote (853)10/27/1998 12:43:00 PM
From: Lizzie Tudor  Read Replies (2) of 2339
 
Mohan, the wording is a little off and early on in the article it looks like CBSI actually had some sort of SCM product offering. In actuality I believe CBSI is only a consulting house set to offer implementation services, so no competitive threat to I2 - just services. Im not familiar with CBSI, btw.

BTW SCM has so many components that many times a vendor will offer SCM consulting and their own solution to one specific part of the supply chain. An example of that is Intertrans logistics - they had their own transportation pkg, at one point outside the I2 spectrum, and (I think) they also had a services component for general SCM. I2 decided to buy them if you recall, earlier this year. They were never a Var.

Michelle
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