Well... Call It An Educated Guess...
We know that during the CC there were plenty of hints that
deals would be announced in Q4. And, we've witnessed in
the past week or so, several opinions and initiated coverages
from various investment houses. My two-week timeframe is
just MY guess... but certainly within a month, we should see
some deals being announced. Plus, and admittedly this could
be seen as a very small thing, i2's Greg Brady just presented to
Forrester Research's sold-out 'Real-Time Economy" show... at least,
I THINK that was this week. Given the subject of the event, it would
stand to reason that Brady was probably further popularizing the
e-BPO and accelerated business processes and data velocity
concepts. The Forrester gatherings, from experience, tend to be pretty high-powered and loaded with lots of influential participants and audience members. Factor in the recent hiring of a former i2 VP of Product Development, Steven Cole... and I just THINK we're building some momentum here.
Again, this ALL could just be a bunch of happy horse hockey
and tea-leaf forecasting... but... as hunches go... it isn't a wholly
insubstantiated one.
As always I RESERVE THE RIGHT TO BE WRONG... IRTBW...
c m |
